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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
HIGP
251
Hill Investment Group Partners
Missouri
$4.12M -$80.6K -1,381 -2%
FFO
252
Fortitude Family Office
Arizona
$4.1M +$502K +8,603 +14%
VWA
253
Vistica Wealth Advisors
California
$4.07M +$3.99M +68,325 New
AWA
254
Arkadios Wealth Advisors
Georgia
$4.06M +$1.36M +23,306 +52%
IIM
255
InTrack Investment Management
Vermont
$4.01M +$1.93K +33 +0%
WKWM
256
Walter & Keenan Wealth Management
Indiana
$4.01M -$28.3K -485 -0.7%
BFC
257
Bedel Financial Consulting
Indiana
$3.96M +$357K +6,124 +10%
AFC
258
Ares Financial Consulting
California
$3.95M +$3.87M +66,276 New
MCM
259
MAI Capital Management
Ohio
$3.93M -$1.02M -17,477 -21%
KA
260
Klingman & Associates
New York
$3.84M +$164K +2,810 +5%
BAM
261
Belleair Asset Management
Florida
$3.83M +$3.76M +64,405 New
BEW
262
Burton Enright Welch
California
$3.71M +$82.1K +1,407 +2%
PA
263
PW Advisors
Florida
$3.69M +$3.62M +62,028 New
BCA
264
Bay Colony Advisors
Massachusetts
$3.67M -$1.14M -19,579 -24%
VPF
265
Vantage Point Financial
Illinois
$3.65M -$561K -9,607 -14%
LWM
266
LJI Wealth Management
Indiana
$3.62M +$2.56M +43,891 +259%
PFPG
267
Pinnacle Financial Partners (Georgia)
Georgia
$3.47M +$3.4M +58,205 New
SP
268
Symmetry Partners
Connecticut
$3.46M -$176K -3,014 -5%
SEIA
269
Signature Estate & Investment Advisors
California
$3.45M +$1.05M +18,068 +45%
CAM
270
Cresset Asset Management
Illinois
$3.45M +$36.1K +619 +1%
LOPW
271
Live Oak Private Wealth
North Carolina
$3.44M
CW
272
Curio Wealth
Maryland
$3.42M -$15.6K -267 -0.5%
CAC
273
Certified Advisory Corp
Florida
$3.39M +$707K +12,113 +27%
EWA
274
EverSource Wealth Advisors
Alabama
$3.38M -$699K -11,979 -17%
TF
275
Thayer Financial
North Carolina
$3.37M +$3.31M +56,645 New