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Dimensional US Targeted Value ETF

807 hedge funds and large institutions have $10.2B invested in Dimensional US Targeted Value ETF in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 297 increasing their positions, 262 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
807
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
124
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
Creative Planning
1
Creative Planning
Kansas
$844M
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$822M
FFM
3
Forum Financial Management
Illinois
$646M
IFA
4
Index Fund Advisors
California
$399M
FPAS
5
Focus Partners Advisor Solutions
Missouri
$357M
PFA
6
Pure Financial Advisors
California
$345M
SC
7
Savant Capital
Illinois
$299M
EWA
8
EP Wealth Advisors
California
$269M
JTWM
9
Jackson Thornton Wealth Management
Alabama
$184M
Corient Private Wealth
10
Corient Private Wealth
Florida
$165M
AC
11
Apella Capital
Connecticut
$141M
Raymond James Financial
12
Raymond James Financial
Florida
$128M
HighTower Advisors
13
HighTower Advisors
Illinois
$112M
TCOTS
14
Trust Company of the South
North Carolina
$112M
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$97M
Bank of America
16
Bank of America
North Carolina
$95.6M
CPA
17
Capital Performance Advisors
California
$93.4M
GOCP
18
Great Oak Capital Partners
Massachusetts
$92.7M
TI
19
Truepoint Inc
Ohio
$92.5M
SAM
20
Smartleaf Asset Management
Massachusetts
$91.3M
PL
21
Plancorp LLC
Missouri
$90.1M
SFA
22
Sequoia Financial Advisors
Ohio
$85.8M
AWP
23
Abacus Wealth Partners
California
$84.8M
LPL Financial
24
LPL Financial
California
$75.6M
PFG
25
Premier Financial Group
California
$74.8M