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Dimensional US Targeted Value ETF

815 hedge funds and large institutions have $10.4B invested in Dimensional US Targeted Value ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 299 increasing their positions, 264 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
126
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FJWM
201
Ferguson Johnson Wealth Management
Maryland
$6.07M
MWA
202
Mills Wealth Advisors
Texas
$5.99M
CA
203
Claris Advisors
Missouri
$5.89M
TWM
204
TRB Wealth Management
Texas
$5.87M
VF
205
Vestment Financial
Minnesota
$5.86M
SFP
206
SwitchPoint Financial Planning
Utah
$5.76M
GA
207
Greenspring Advisors
Maryland
$5.74M
WAM
208
Weinberger Asset Management
California
$5.72M
GC
209
Gibson Capital
Pennsylvania
$5.62M
GMA
210
Glassy Mountain Advisors
Maryland
$5.62M
NA
211
NewEdge Advisors
Louisiana
$5.6M
CWA
212
CogentBlue Wealth Advisors
Tennessee
$5.57M
CTWM
213
Cherry Tree Wealth Management
Minnesota
$5.53M
Baird Financial Group
214
Baird Financial Group
Wisconsin
$5.48M
BH
215
Burk Holdings
Oklahoma
$5.45M
SIM
216
Studio Investment Management
Illinois
$5.44M
1WM
217
1900 Wealth Management
Texas
$5.3M
LWM
218
Lionshead Wealth Management
New York
$5.3M
RLIM
219
Red Lighthouse Investment Management
New York
$5.25M
PWIA
220
Porter White Investment Advisors
Alabama
$5.23M
SC
221
Shearwater Capital
Colorado
$5.13M
W
222
WorthPointe
California
$5.11M
BFA
223
Bragg Financial Advisors
North Carolina
$5.05M
CA
224
Clune & Associates
Illinois
$5.04M
PCM
225
Passive Capital Management
Maryland
$4.93M