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Dimensional US Targeted Value ETF

772 hedge funds and large institutions have $9.95B invested in Dimensional US Targeted Value ETF in 2025 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 264 increasing their positions, 245 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5.26% more ownership

Funds ownership: 76.01%81.27% (+5.3%)

8% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 245

Holders
772
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
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
WWWM
226
White Wing Wealth Management
Texas
$4.91M
SC
227
Shearwater Capital
Colorado
$4.91M
RFA
228
RTD Financial Advisors
Pennsylvania
$4.82M
BH
229
Burk Holdings
Oklahoma
$4.82M
BCI
230
Brinker Capital Investments
Pennsylvania
$4.67M
PCM
231
Passive Capital Management
Maryland
$4.58M
Northern Trust
232
Northern Trust
Illinois
$4.58M
SHFA
233
SC&H Financial Advisors
Maryland
$4.54M
VCA
234
Verdence Capital Advisors
Maryland
$4.5M
BP
235
BBR Partners
New York
$4.45M
PAM
236
Pacific Asset Management
Washington
$4.41M
PWS
237
Physician Wealth Solutions
Nevada
$4.38M
EK
238
Evensky & Katz
Florida
$4.34M
PWMG
239
Private Wealth Management Group
New Jersey
$4.32M
EWA
240
Elevate Wealth Advisory
Georgia
$4.27M
FF
241
Frankly Finances
Florida
$4.26M
DPI
242
Diversified Portfolios Inc
Michigan
$4.24M
ACP
243
Aviance Capital Partners
Florida
$4.23M
HWM
244
HB Wealth Management
Georgia
$4.18M
CIAS
245
CFS Investment Advisory Services
New Jersey
$4.15M
LFA
246
Level Financial Advisors
New York
$4.15M
HIGP
247
Hill Investment Group Partners
Missouri
$4.12M
FFO
248
Fortitude Family Office
Arizona
$4.1M
VWA
249
Vistica Wealth Advisors
California
$4.07M
AWA
250
Arkadios Wealth Advisors
Georgia
$4.06M