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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
RC
426
Roundview Capital
New Jersey
$963K
CWM
427
Concentrum Wealth Management
California
$958K -$833K -14,282 -47%
TNBTD
428
Trustmark National Bank Trust Department
Mississippi
$957K
EFH
429
Eaton Financial Holdings
Florida
$950K +$3.73K +64 +0.4%
VWM
430
Vermillion Wealth Management
Minnesota
$948K +$58.1K +996 +7%
AWM
431
Activest Wealth Management
Florida
$942K -$8.37M -143,484 -90%
KeyBank National Association
432
KeyBank National Association
Ohio
$942K
RF
433
rebel Financial
Ohio
$938K +$919K +15,756 New
DWM
434
Dakota Wealth Management
Florida
$921K
PMIM
435
Prudent Man Investment Management
Colorado
$901K -$59.2K -1,015 -6%
CIA
436
Capital Investment Advisors
Georgia
$894K -$12.2K -209 -1%
LWM
437
LongView Wealth Management
Georgia
$879K
IWM
438
IHT Wealth Management
Illinois
$876K +$582K +9,978 +211%
CPIG
439
Chicago Partners Investment Group
Illinois
$876K -$87.3K -1,496 -10%
FWP
440
Falcon Wealth Planning
California
$864K
CF
441
Centaurus Financial
California
$857K +$50.1K +858 +6%
PMFA
442
Plante Moran Financial Advisors
Michigan
$854K
SSW
443
Stone Summit Wealth
Florida
$840K -$24.5K -420 -3%
CFO
444
CVA Family Office
Colorado
$840K +$358K +6,131 +77%
KWM
445
Keebeck Wealth Management
Illinois
$836K -$207K -3,540 -20%
CSP
446
Cary Street Partners
Virginia
$831K +$10.2K +175 +1%
MWA
447
Medallion Wealth Advisors
Connecticut
$831K -$25.4K -436 -3%
JWA
448
JFS Wealth Advisors
Pennsylvania
$830K -$2.68K -46 -0.3%
PB
449
Pinnacle Bancorp
Nebraska
$828K
NA
450
Nautilus Advisors
California
$813K +$92.4K +1,583 +13%