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Dimensional US Targeted Value ETF

791 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, 270 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: 729791 (+62)

7.06% more ownership

Funds ownership: 76.05%83.11% (+7.1%)

10% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 246

Holders
791
Holders Change
+62
Holders Change %
+8.5%
% of All Funds
9.62%
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
270
Reduced
246
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
376
Meredith Wealth Planning
Illinois
$1.43M +$14.7K +252 +1%
NWP
377
NerdWallet Wealth Partners
New York
$1.4M
WFA
378
Websterrogers Financial Advisors
South Carolina
$1.39M -$24K -411 -2%
FWMP
379
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.38M -$151K -2,584 -10%
W
380
WealthCollab
Washington
$1.37M
MWM
381
Melfa Wealth Management
Massachusetts
$1.36M +$21.5K +369 +2%
GRP
382
Global Retirement Partners
California
$1.36M +$466K +7,982 +54%
SOS
383
Silver Oak Securities
Tennessee
$1.35M +$446K +7,641 +52%
PCIA
384
Prime Capital Investment Advisors
Kansas
$1.35M -$1.17K -20 -0.1%
KF
385
Krilogy Financial
Missouri
$1.34M -$72.5K -1,243 -6%
SAG
386
SageView Advisory Group
California
$1.34M -$24.9K -427 -2%
KWA
387
Kondo Wealth Advisors
California
$1.31M +$27.8K +477 +2%
Bessemer Group
388
Bessemer Group
New Jersey
$1.29M
LFA
389
Legacy Financial Advisors
Kentucky
$1.27M +$471K +8,067 +61%
OSAM
390
O'Shaughnessy Asset Management
Connecticut
$1.26M -$149K -2,555 -11%
MWPCG
391
Measured Wealth Private Client Group
New Hampshire
$1.22M -$26.6K -456 -2%
Bank of Montreal
392
Bank of Montreal
Ontario, Canada
$1.21M -$9.45K -162 -0.8%
CAG
393
Compass Advisory Group
New York
$1.21M +$112K +1,915 +10%
LKBC
394
L.K. Benson & Company
Maryland
$1.2M +$3.73K +64 +0.3%
SOAG
395
Silver Oak Advisory Group
Oregon
$1.2M +$219K +3,748 +23%
TCM
396
Triumph Capital Management
Colorado
$1.19M +$1.17M +20,041 New
BSG
397
Black Swift Group
Colorado
$1.19M
TIAA Trust, National Association
398
TIAA Trust, National Association
North Carolina
$1.19M -$10.3K -176 -0.9%
IPW
399
Intergy Private Wealth
Colorado
$1.18M
IWS
400
Integrity Wealth Solutions
Colorado
$1.14M