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Dimensional US Targeted Value ETF

789 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, 268 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)

14% more capital invested

Capital invested by funds: $8.88B → $10.2B (+$1.28B)

8% more funds holding

Funds holding: 728789 (+61)

6.98% more ownership

Funds ownership: 76.05%83.03% (+7%)

9% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 246

Holders
789
Holders Change
+61
Holders Change %
+8.38%
% of All Funds
9.6%
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
268
Reduced
246
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$77.7M +$5.09M +87,253 +7%
LPL Financial
27
LPL Financial
California
$75.1M +$2.97M +50,824 +4%
PFG
28
Premier Financial Group
California
$71.1M +$1.04M +17,894 +2%
Cerity Partners
29
Cerity Partners
New York
$64.9M +$582K +9,980 +0.9%
EAM
30
Evanson Asset Management
California
$64.5M -$679K -11,628 -1%
SM
31
Sensible Money
Arizona
$60.8M +$3.23M +55,309 +6%
AF
32
Allworth Financial
California
$60M +$1.69M +28,878 +3%
TH
33
Team Hewins
California
$55.1M -$338K -5,796 -0.6%
EWM
34
Empirical Wealth Management
Washington
$54.7M +$708K +12,130 +1%
PWP
35
Parkwoods Wealth Partners
New York
$51.7M +$892K +15,293 +2%
BAM
36
Bayshore Asset Management
Florida
$50.1M +$111K +1,904 +0.2%
Mariner
37
Mariner
Kansas
$49.9M +$1.38M +23,641 +3%
GWWM
38
Great Waters Wealth Management
Minnesota
$49M +$5.17M +88,542 +12%
PFM
39
Phillips Financial Management
Indiana
$48.1M +$2.55M +43,634 +6%
JIC
40
Joel Isaacson & Co
New York
$47.2M +$3.58M +61,435 +8%
SWA
41
Sax Wealth Advisors
New Jersey
$45.1M -$1.79M -30,601 -4%
TAWM
42
Three Arch Wealth Management
California
$44.3M +$43.4M +744,251 New
MWM
43
Modera Wealth Management
New Jersey
$44.3M -$2M -34,277 -4%
HNWA
44
Henrickson Nauta Wealth Advisors
Michigan
$43.9M +$23.8M +407,790 +134%
MWA
45
Monograph Wealth Advisors
California
$41.6M +$332K +5,683 +0.8%
KAM
46
KEB Asset Management
Illinois
$41.1M +$122K +2,093 +0.3%
JP Morgan Chase
47
JP Morgan Chase
New York
$38.5M +$4.16M +71,369 +12%
TWM
48
Tumwater Wealth Management
Idaho
$37.6M +$1.58M +27,092 +4%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$37.2M +$2.64M +45,174 +8%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$36.6M +$5.58M +95,607 +18%