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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 100 funds opening new positions, 269 increasing their positions, 246 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 100 | 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: 728791 (+63)

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
791
Holders Change
+63
Holders Change %
+8.65%
% 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
100
Increased
269
Reduced
246
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIFP
401
Partners in Financial Planning
Virginia
$1.14M +$2.45K +42 +0.2%
MA
402
McGrath & Associates
North Carolina
$1.13M +$14.2K +244 +1%
PHWA
403
Petersen Hastings Wealth Advisors
Washington
$1.12M +$1.1M +18,793 New
PCM
404
Peirce Capital Management
Texas
$1.11M
AFO
405
Aurelius Family Office
New Hampshire
$1.11M -$233 -4 -0%
CTC
406
Central Trust Company
Missouri
$1.11M +$181K +3,100 +20%
LCWP
407
Legacy Capital Wealth Partners
Arkansas
$1.1M +$112K +1,922 +12%
WAP
408
Wealthcare Advisory Partners
Pennsylvania
$1.1M +$129K +2,207 +14%
VAG
409
Vannoy Advisory Group
Texas
$1.09M +$8.23K +141 +0.8%
B
410
BetterWealth
California
$1.09M -$76.7K -1,314 -7%
WH
411
Willner & Heller
California
$1.06M +$315K +5,393 +44%
GWM
412
Grand Wealth Management
Michigan
$1.04M
MGW
413
MB Generational Wealth
Washington
$1.04M +$1.17K +20 +0.1%
STA
414
Summit Trail Advisors
New York
$1.03M
CCFM
415
Clear Creek Financial Management
Washington
$1.03M +$992 +17 +0.1%
AWM
416
Apollon Wealth Management
South Carolina
$1.02M -$2.04K -35 -0.2%
AWP
417
Axis Wealth Partners
Rhode Island
$1.01M +$18.8K +323 +2%
IA
418
IFP Advisors
Florida
$1.01M +$48.5K +832 +5%
KCPG
419
Kavar Capital Partners Group
Kansas
$1M
PWP
420
Ponta Wealth Partners
Florida
$1M +$981K +16,813 New
AWE
421
Avidian Wealth Enterprises
Texas
$984K +$817 +14 +0.1%
WP
422
Wealthspan Partners
Iowa
$972K -$18.3K -314 -2%
WIM
423
Warwick Investment Management
Texas
$966K +$3.79K +65 +0.4%
SEI Investments
424
SEI Investments
Pennsylvania
$964K +$41.7K +714 +5%
CGPCS
425
Capital Group Private Client Services
California
$964K