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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
RFP
351
Root Financial Partners
California
$1.64M -$159K -2,723 -9%
VCM
352
Versant Capital Management
Arizona
$1.62M -$59.5K -1,020 -4%
CWM
353
CarsonAllaria Wealth Management
Illinois
$1.6M -$17.9K -307 -1%
SPIA
354
Steward Partners Investment Advisory
New York
$1.57M +$9.74K +167 +0.6%
VWM
355
Verus Wealth Management
Wisconsin
$1.57M -$35.5K -608 -2%
MFG
356
Merit Financial Group
Georgia
$1.55M -$826K -14,160 -35%
VT
357
Vise Technologies
New York
$1.54M +$1.21M +20,688 +393%
LIWM
358
Long Island Wealth Management
New York
$1.54M +$364K +6,237 +32%
TFA
359
Tobias Financial Advisors
Florida
$1.54M -$3.79K -65 -0.3%
AA
360
Addison Advisors
Vermont
$1.54M -$47K -805 -3%
2L
361
25 LLC
Missouri
$1.53M -$11.1K -191 -0.7%
RB
362
Renasant Bank
Mississippi
$1.51M
BWP
363
Balboa Wealth Partners
Arizona
$1.51M -$211K -3,616 -13%
LWM
364
Lodestone Wealth Management
Washington
$1.51M +$461K +7,903 +45%
MA
365
Montag & Associates
Georgia
$1.49M +$991K +16,980 +210%
OW
366
Olistico Wealth
Oklahoma
$1.46M +$658K +11,274 +85%
IA
367
IFG Advisors
Missouri
$1.46M
CRC
368
Curi RMB Capital
Illinois
$1.46M -$95.6K -1,638 -6%
AW
369
Aspirean Wealth
California
$1.45M +$1.42M +24,394 New
BW
370
BIP Wealth
Georgia
$1.45M +$160K +2,749 +13%
5NPW
371
55 North Private Wealth
Florida
$1.45M +$1.42M +24,331 New
BAM
372
BOS Asset Management
Illinois
$1.45M +$66.9K +1,146 +5%
WETS
373
Wealth Enhancement Trust Services
South Dakota
$1.45M +$1.42M +24,282 New
VAM
374
Virtue Asset Management
Illinois
$1.44M
TIAM2
375
Tru Independence Asset Management 2
Oregon
$1.43M -$96.1K -1,647 -6%