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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
US Bancorp
276
US Bancorp
Minnesota
$3.35M +$594K +10,184 +22%
SDWIA
277
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.34M -$200K -3,435 -6%
JWM
278
Johnson Wealth Management
North Dakota
$3.3M +$3.23M +55,410 New
FIM
279
Freedom Investment Management
Connecticut
$3.29M -$11.7K -201 -0.4%
SW
280
Simplicity Wealth
New Jersey
$3.29M -$99.9K -1,712 -3%
MGIA
281
Moneta Group Investment Advisors
Missouri
$3.24M -$24K -412 -0.8%
KCWM
282
Kane Co Wealth Management
Iowa
$3.2M +$3.14M +53,777 New
AFG
283
Atomi Financial Group
New York
$3.18M -$168K -2,875 -5%
MFC
284
Morris Financial Concepts
South Carolina
$3.17M +$315K +5,394 +11%
OIA
285
OneDigital Investment Advisors
Kansas
$3.16M -$171K -2,937 -5%
FWM
286
Forteris Wealth Management
New York
$3.14M +$3.07M +52,662 New
SA
287
Sanctuary Advisors
Indiana
$3.06M +$1.12M +19,207 +60%
XPN
288
XY Planning Network
Montana
$3.02M -$355K -6,078 -11%
SPA
289
Sound Portfolio Advisors
Connecticut
$2.96M +$2.9M +49,689 New
SF
290
Strategent Financial
Virginia
$2.96M +$229K +3,916 +9%
RA
291
RFG Advisory
Alabama
$2.92M +$5.89K +101 +0.2%
GWL
292
Generations Wealth LLC
Ohio
$2.84M +$2.79M +47,775 New
RPA
293
Redwood Park Advisors
California
$2.81M +$312K +5,340 +13%
BI
294
BluePrint Investing
California
$2.81M +$2.76M +47,258 New
AC
295
Applied Capital
Arkansas
$2.78M
WRPWM
296
Werba Rubin Papier Wealth Management
California
$2.77M +$25.7K +441 +1%
AWMM
297
Aegis Wealth Management (Maryland)
Maryland
$2.74M -$19.4K -333 -0.7%
AAA
298
AG Asset Advisory
California
$2.73M +$646K +11,064 +32%
PAG
299
Private Advisor Group
New Jersey
$2.66M +$757K +12,969 +41%
BI
300
Beckerman Institutional
New Jersey
$2.65M +$68.6K +1,176 +3%