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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
1WA
451
180 Wealth Advisors
Washington
$805K -$4.38K -75 -0.6%
WA
452
Waverly Advisors
Alabama
$805K +$36.8K +630 +5%
AAS
453
Ameritas Advisory Services
Nebraska
$804K +$788K +13,499 New
SRWM
454
Shira Ridge Wealth Management
California
$802K -$2.52M -43,232 -76%
P
455
&Partners
Tennessee
$802K -$325K -5,577 -29%
BFG
456
Berger Financial Group
Minnesota
$788K
SAI
457
Savvy Advisors Inc
New York
$787K +$771K +13,217 New
TFA
458
TandemGrowth Financial Advisors
Georgia
$785K +$769K +13,178 New
SFM
459
Signet Financial Management
New Jersey
$784K -$12.3K -211 -2%
FIA
460
Foundations Investment Advisors
Arizona
$769K +$289K +4,956 +62%
Empower Advisory Group
461
Empower Advisory Group
Colorado
$767K +$166K +2,844 +28%
DFP
462
Donalies Financial Planning
District of Columbia
$767K +$751K +12,877 New
BWS
463
BCR Wealth Strategies
Alabama
$762K
SIM
464
Stratos Investment Management
Ohio
$761K -$283K -4,846 -27%
SIAG
465
Safeguard Investment Advisory Group
California
$753K -$35K -599 -5%
SQA
466
Simon Quick Advisors
New Jersey
$748K
CB
467
Commerce Bank
Missouri
$745K
DWT
468
Dorsey & Whitney Trust
South Dakota
$729K
IFWM
469
Institute for Wealth Management
Colorado
$726K +$525 +9 +0.1%
PWM
470
Perigon Wealth Management
California
$721K
MOS
471
MGO One Seven
Ohio
$720K
EW
472
Evoke Wealth
California
$717K
WT
473
Washington Trust
Rhode Island
$714K
FS
474
Financial Symmetry
North Carolina
$713K +$7.47K +128 +1%
VFP
475
Vilga Financial Planning
New Jersey
$713K +$698K +11,970 New