DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated

DIMENSIONAL U.S. TARGETED VALUE ETF

1 institutions still hold DIMENSIONAL U.S. TARGETED VALUE ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V862·1 13F holders·last filed Mar 31, 2026
Market cap
5.5%
vs prior quarter
13F value held
$17M
48.0% inst. owned
of float
Holders
1
+59 QoQ
filers reporting
Activity
+8 / −27
+822 added · −673 reduced
this quarter
Concentration
100.00%
McMill Wealth Management #1
top holder share
AI Holders Summary · Q1 2026

1 institutions reported DIMENSIONAL U.S. TARGETED VALUE ETF in Q1 2026. McMill Wealth Management leads at 100.0% of the visible book. +59 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
McMill Wealth Management
CIK 0002056447
$17M278K4.62%Q1 2026