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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
LCWP
401
Legacy Capital Wealth Partners
Arkansas
$1.1M
WAP
402
Wealthcare Advisory Partners
Pennsylvania
$1.1M
VAG
403
Vannoy Advisory Group
Texas
$1.09M
B
404
BetterWealth
California
$1.09M
WH
405
Willner & Heller
California
$1.06M
GWM
406
Grand Wealth Management
Michigan
$1.04M
MGW
407
MB Generational Wealth
Washington
$1.04M
STA
408
Summit Trail Advisors
New York
$1.03M
CCFM
409
Clear Creek Financial Management
Washington
$1.03M
AWM
410
Apollon Wealth Management
South Carolina
$1.02M
AWP
411
Axis Wealth Partners
Rhode Island
$1.01M
IA
412
IFP Advisors
Florida
$1.01M
KCPG
413
Kavar Capital Partners Group
Kansas
$1M
PWP
414
Ponta Wealth Partners
Florida
$1M
AWE
415
Avidian Wealth Enterprises
Texas
$984K
WP
416
Wealthspan Partners
Iowa
$972K
WIM
417
Warwick Investment Management
Texas
$966K
SEI Investments
418
SEI Investments
Pennsylvania
$964K
CGPCS
419
Capital Group Private Client Services
California
$964K
RC
420
Roundview Capital
New Jersey
$963K
CWM
421
Concentrum Wealth Management
California
$958K
TNBTD
422
Trustmark National Bank Trust Department
Mississippi
$957K
EFH
423
Eaton Financial Holdings
Florida
$950K
VWM
424
Vermillion Wealth Management
Minnesota
$948K
AWM
425
Activest Wealth Management
Florida
$942K