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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
IIM
251
InTrack Investment Management
Vermont
$4.01M
WKWM
252
Walter & Keenan Wealth Management
Indiana
$4.01M
BFC
253
Bedel Financial Consulting
Indiana
$3.96M
AFC
254
Ares Financial Consulting
California
$3.95M
MCM
255
MAI Capital Management
Ohio
$3.93M
KA
256
Klingman & Associates
New York
$3.84M
BAM
257
Belleair Asset Management
Florida
$3.83M
BEW
258
Burton Enright Welch
California
$3.71M
PA
259
PW Advisors
Florida
$3.69M
BCA
260
Bay Colony Advisors
Massachusetts
$3.67M
VPF
261
Vantage Point Financial
Illinois
$3.65M
LWM
262
LJI Wealth Management
Indiana
$3.62M
PFPG
263
Pinnacle Financial Partners (Georgia)
Georgia
$3.47M
SP
264
Symmetry Partners
Connecticut
$3.46M
SEIA
265
Signature Estate & Investment Advisors
California
$3.45M
CAM
266
Cresset Asset Management
Illinois
$3.45M
LOPW
267
Live Oak Private Wealth
North Carolina
$3.44M
CW
268
Curio Wealth
Maryland
$3.42M
CAC
269
Certified Advisory Corp
Florida
$3.39M
EWA
270
EverSource Wealth Advisors
Alabama
$3.38M
TF
271
Thayer Financial
North Carolina
$3.37M
US Bancorp
272
US Bancorp
Minnesota
$3.35M
SDWIA
273
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.34M
JWM
274
Johnson Wealth Management
North Dakota
$3.3M
FIM
275
Freedom Investment Management
Connecticut
$3.29M