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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
VT
351
Vise Technologies
New York
$1.54M
LIWM
352
Long Island Wealth Management
New York
$1.54M
TFA
353
Tobias Financial Advisors
Florida
$1.54M
AA
354
Addison Advisors
Vermont
$1.54M
2L
355
25 LLC
Missouri
$1.53M
RB
356
Renasant Bank
Mississippi
$1.51M
BWP
357
Balboa Wealth Partners
Arizona
$1.51M
LWM
358
Lodestone Wealth Management
Washington
$1.51M
MA
359
Montag & Associates
Georgia
$1.49M
OW
360
Olistico Wealth
Oklahoma
$1.46M
IA
361
IFG Advisors
Missouri
$1.46M
CRC
362
Curi RMB Capital
Illinois
$1.46M
AW
363
Aspirean Wealth
California
$1.45M
BW
364
BIP Wealth
Georgia
$1.45M
5NPW
365
55 North Private Wealth
Florida
$1.45M
BAM
366
BOS Asset Management
Illinois
$1.45M
WETS
367
Wealth Enhancement Trust Services
South Dakota
$1.45M
VAM
368
Virtue Asset Management
Illinois
$1.44M
TIAM2
369
Tru Independence Asset Management 2
Oregon
$1.43M
MWP
370
Meredith Wealth Planning
Illinois
$1.43M
NWP
371
NerdWallet Wealth Partners
New York
$1.4M
WFA
372
Websterrogers Financial Advisors
South Carolina
$1.39M
FWMP
373
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.38M
W
374
WealthCollab
Washington
$1.37M
MWM
375
Melfa Wealth Management
Massachusetts
$1.36M