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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
SFM
451
Signet Financial Management
New Jersey
$784K
FIA
452
Foundations Investment Advisors
Arizona
$769K
Empower Advisory Group
453
Empower Advisory Group
Colorado
$767K
DFP
454
Donalies Financial Planning
District of Columbia
$767K
BWS
455
BCR Wealth Strategies
Alabama
$762K
SIM
456
Stratos Investment Management
Ohio
$761K
SIAG
457
Safeguard Investment Advisory Group
California
$753K
SQA
458
Simon Quick Advisors
New Jersey
$748K
CB
459
Commerce Bank
Missouri
$745K
DWT
460
Dorsey & Whitney Trust
South Dakota
$729K
IFWM
461
Institute for Wealth Management
Colorado
$726K
PWM
462
Perigon Wealth Management
California
$721K
MOS
463
MGO One Seven
Ohio
$720K
EW
464
Evoke Wealth
California
$717K
WT
465
Washington Trust
Rhode Island
$714K
FS
466
Financial Symmetry
North Carolina
$713K
CAM
467
CPA Asset Management
Florida
$711K
SFS
468
Strategic Financial Services
New York
$711K
BFA
469
Beacon Financial Advisory
Ohio
$709K
RPCA
470
Running Point Capital Advisors
California
$705K
Janney Montgomery Scott
471
Janney Montgomery Scott
Pennsylvania
$705K
FWCM
472
Ferguson Wellman Capital Management
Oregon
$702K
CPSAC
473
Chas P. Smith & Associates (CPS)
Florida
$693K
TP
474
Trailhead Planners
Minnesota
$683K
FF
475
Francis Financial
$679K