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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
AHL
326
Abel Hall LLC
Louisiana
$2.08M -$31.6K -541 -2%
HCM
327
Hutchinson Capital Management
California
$2.06M +$113K +1,933 +6%
GJIA
328
Glass Jacobson Investment Advisors
Maryland
$2.05M -$69K -1,183 -3%
Rockefeller Capital Management
329
Rockefeller Capital Management
New York
$2.02M +$934K +16,007 +89%
HWM
330
HBE Wealth Management
Nebraska
$2.02M +$1.98M +33,942 New
CG
331
Caprock Group
Idaho
$1.99M +$217K +3,722 +13%
CFP
332
Cascade Financial Partners
California
$1.94M
QHA
333
Quarry Hill Advisors
Minnesota
$1.94M -$6.77K -116 -0.4%
FSWA
334
Financial Synergies Wealth Advisors
Texas
$1.93M +$6.24K +107 +0.3%
HIG
335
Heritage Investment Group
Florida
$1.93M -$28.9K -495 -2%
SC
336
Schubert & Co
Texas
$1.91M -$2.74K -47 -0.1%
ATI
337
ARK & TLK Investments
Oklahoma
$1.86M -$58.4K -1,000 -3%
Fidelity Investments
338
Fidelity Investments
Massachusetts
$1.83M +$302K +5,171 +20%
NDWM
339
New Dimensions Wealth Management
Texas
$1.82M -$20.1K -345 -1%
IWC
340
Integrated Wealth Concepts
Massachusetts
$1.81M -$1.06M -18,180 -37%
SB
341
Strategic Blueprint
Georgia
$1.81M +$151K +2,588 +9%
CAM
342
Clark Asset Management
New Hampshire
$1.79M +$549K +9,406 +46%
LG
343
LAM Group
Oregon
$1.77M -$62.3K -1,067 -3%
AWM
344
Avior Wealth Management
Nebraska
$1.77M -$2.57K -44 -0.1%
PNC Financial Services Group
345
PNC Financial Services Group
Pennsylvania
$1.75M -$5.25K -90 -0.3%
IPWA
346
International Private Wealth Advisors
California
$1.73M +$407K +6,967 +31%
PPH
347
Pure Portfolios Holdings
Oregon
$1.73M +$37.2K +638 +2%
TNA
348
True North Advisors
Texas
$1.68M
ACA
349
Aptus Capital Advisors
Alabama
$1.67M +$956K +16,376 +141%
PAG
350
Poinciana Advisors Group
Florida
$1.65M -$1.87K -32 -0.1%