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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
SW
276
Simplicity Wealth
New Jersey
$3.29M
MGIA
277
Moneta Group Investment Advisors
Missouri
$3.24M
KCWM
278
Kane Co Wealth Management
Iowa
$3.2M
AFG
279
Atomi Financial Group
New York
$3.18M
MFC
280
Morris Financial Concepts
South Carolina
$3.17M
OIA
281
OneDigital Investment Advisors
Kansas
$3.16M
FWM
282
Forteris Wealth Management
New York
$3.14M
SA
283
Sanctuary Advisors
Indiana
$3.06M
XPN
284
XY Planning Network
Montana
$3.02M
SPA
285
Sound Portfolio Advisors
Connecticut
$2.96M
SF
286
Strategent Financial
Virginia
$2.96M
RA
287
RFG Advisory
Alabama
$2.92M
GWL
288
Generations Wealth LLC
Ohio
$2.84M
RPA
289
Redwood Park Advisors
California
$2.81M
BI
290
BluePrint Investing
California
$2.81M
AC
291
Applied Capital
Arkansas
$2.78M
WRPWM
292
Werba Rubin Papier Wealth Management
California
$2.77M
AWMM
293
Aegis Wealth Management (Maryland)
Maryland
$2.74M
AAA
294
AG Asset Advisory
California
$2.73M
PAG
295
Private Advisor Group
New Jersey
$2.66M
BI
296
Beckerman Institutional
New Jersey
$2.65M
E
297
Entelevest
Florida
$2.65M
RWA
298
Rooted Wealth Advisors
Illinois
$2.58M
DWA
299
Delap Wealth Advisory
Oregon
$2.58M
AWP
300
Astra Wealth Partners
New Jersey
$2.56M