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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
KeyBank National Association
426
KeyBank National Association
Ohio
$942K
DWM
427
Dakota Wealth Management
Florida
$921K
PMIM
428
Prudent Man Investment Management
Colorado
$901K
CIA
429
Capital Investment Advisors
Georgia
$894K
LWM
430
LongView Wealth Management
Georgia
$879K
IWM
431
IHT Wealth Management
Illinois
$876K
CPIG
432
Chicago Partners Investment Group
Illinois
$876K
FWP
433
Falcon Wealth Planning
California
$864K
CF
434
Centaurus Financial
California
$857K
PMFA
435
Plante Moran Financial Advisors
Michigan
$854K
SSW
436
Stone Summit Wealth
Florida
$840K
CFO
437
CVA Family Office
Colorado
$840K
KWM
438
Keebeck Wealth Management
Illinois
$836K
CSP
439
Cary Street Partners
Virginia
$831K
JWA
440
JFS Wealth Advisors
Pennsylvania
$830K
PB
441
Pinnacle Bancorp
Nebraska
$828K
NA
442
Nautilus Advisors
California
$813K
1WA
443
180 Wealth Advisors
Washington
$805K
WA
444
Waverly Advisors
Alabama
$805K
AAS
445
Ameritas Advisory Services
Nebraska
$804K
SRWM
446
Shira Ridge Wealth Management
California
$802K
P
447
&Partners
Tennessee
$802K
BFG
448
Berger Financial Group
Minnesota
$788K
SAI
449
Savvy Advisors Inc
New York
$787K
TFA
450
TandemGrowth Financial Advisors
Georgia
$785K