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Dimensional US Targeted Value ETF

790 hedge funds and large institutions have $10.2B invested in Dimensional US Targeted Value ETF in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 269 increasing their positions, 246 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 25

15% more funds holding in top 10

Funds holding in top 10: 104120 (+16)

15% more capital invested

Capital invested by funds: $8.88B → $10.2B (+$1.29B)

9% more funds holding

Funds holding: 728790 (+62)

7.06% more ownership

Funds ownership: 76.05%83.11% (+7.1%)

9% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 246

Holders
790
Holders Change
+62
Holders Change %
+8.52%
% of All Funds
9.61%
Holding in Top 10
120
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+15.38%
% of All Funds
1.46%
New
99
Increased
269
Reduced
246
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWIA
226
Porter White Investment Advisors
Alabama
$5.03M -$875 -15 -0%
PWM
227
Platform Wealth Management
Utah
$5.01M +$4.91M +84,122 New
MCA
228
Maryland Capital Advisors
Maryland
$4.99M +$464K +7,958 +10%
WWWM
229
White Wing Wealth Management
Texas
$4.91M +$81.3K +1,394 +2%
SC
230
Shearwater Capital
Colorado
$4.91M -$17.2K -295 -0.4%
RFA
231
RTD Financial Advisors
Pennsylvania
$4.82M -$8.69K -149 -0.2%
BH
232
Burk Holdings
Oklahoma
$4.82M +$329K +5,636 +7%
BJB
233
Broadhurst Jeffrey B
$4.74M +$4.65M +79,665 New
BCI
234
Brinker Capital Investments
Pennsylvania
$4.67M +$229K +3,924 +5%
PCM
235
Passive Capital Management
Maryland
$4.58M +$2.92K +50 +0.1%
Northern Trust
236
Northern Trust
Illinois
$4.58M -$213K -3,655 -5%
SHFA
237
SC&H Financial Advisors
Maryland
$4.54M -$58.6K -1,004 -1%
VCA
238
Verdence Capital Advisors
Maryland
$4.5M
BP
239
BBR Partners
New York
$4.45M
PAM
240
Pacific Asset Management
Washington
$4.41M -$83.5K -1,431 -2%
PWS
241
Physician Wealth Solutions
Nevada
$4.38M
EK
242
Evensky & Katz
Florida
$4.34M -$9.63K -165 -0.2%
PWMG
243
Private Wealth Management Group
New Jersey
$4.32M -$180K -3,091 -4%
EWA
244
Elevate Wealth Advisory
Georgia
$4.27M +$29.5K +505 +0.7%
FF
245
Frankly Finances
Florida
$4.26M +$4.18M +71,580 New
DPI
246
Diversified Portfolios Inc
Michigan
$4.24M -$78.8K -1,351 -2%
ACP
247
Aviance Capital Partners
Florida
$4.23M -$8.75K -150 -0.2%
HWM
248
HB Wealth Management
Georgia
$4.18M +$208K +3,557 +5%
CIAS
249
CFS Investment Advisory Services
New Jersey
$4.15M -$131K -2,250 -3%
LFA
250
Level Financial Advisors
New York
$4.15M -$63.8K -1,093 -2%