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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
CFP
326
Cascade Financial Partners
California
$1.94M
QHA
327
Quarry Hill Advisors
Minnesota
$1.94M
FSWA
328
Financial Synergies Wealth Advisors
Texas
$1.93M
HIG
329
Heritage Investment Group
Florida
$1.93M
SC
330
Schubert & Co
Texas
$1.91M
ATI
331
ARK & TLK Investments
Oklahoma
$1.86M
Fidelity Investments
332
Fidelity Investments
Massachusetts
$1.83M
NDWM
333
New Dimensions Wealth Management
Texas
$1.82M
IWC
334
Integrated Wealth Concepts
Massachusetts
$1.81M
SB
335
Strategic Blueprint
Georgia
$1.81M
CAM
336
Clark Asset Management
New Hampshire
$1.79M
LG
337
LAM Group
Oregon
$1.77M
AWM
338
Avior Wealth Management
Nebraska
$1.77M
PNC Financial Services Group
339
PNC Financial Services Group
Pennsylvania
$1.75M
IPWA
340
International Private Wealth Advisors
California
$1.73M
PPH
341
Pure Portfolios Holdings
Oregon
$1.73M
TNA
342
True North Advisors
Texas
$1.68M
ACA
343
Aptus Capital Advisors
Alabama
$1.67M
PAG
344
Poinciana Advisors Group
Florida
$1.65M
RFP
345
Root Financial Partners
California
$1.64M
VCM
346
Versant Capital Management
Arizona
$1.62M
CWM
347
CarsonAllaria Wealth Management
Illinois
$1.6M
SPIA
348
Steward Partners Investment Advisory
New York
$1.57M
VWM
349
Verus Wealth Management
Wisconsin
$1.57M
MFG
350
Merit Financial Group
Georgia
$1.55M