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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
CWA
476
Cascade Wealth Advisors
Washington
$677K
Lido Advisors
477
Lido Advisors
California
$677K
BCL
478
BDFS Capital LLC
Delaware
$677K
CCWA
479
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$674K
FWM
480
Forza Wealth Management
Florida
$669K
RIP
481
RAM Investment Partners
Washington
$668K
G
482
GenTrust
Florida
$660K
IC
483
IEQ Capital
California
$659K
ACA
484
American Capital Advisory
Idaho
$659K
ARA
485
Approach Retirement Advisors
Alabama
$642K
KRW
486
Kaufman Rossin Wealth
Florida
$641K
DAS
487
Dynamic Advisor Solutions
Arizona
$640K
Fifth Third Bancorp
488
Fifth Third Bancorp
Ohio
$636K
WF
489
WoodTrust Financial
Wisconsin
$634K
MPW
490
MASECO Private Wealth
$632K
HSA
491
HBK Sorce Advisory
Pennsylvania
$630K
FFN
492
Focus Financial Network
Minnesota
$619K
WMS
493
Wealth Management Strategies
Pennsylvania
$618K
PA
494
PFG Advisors
Arizona
$617K
LCM
495
Liberty Capital Management
Michigan
$614K
MSWM
496
McGlone Suttner Wealth Management
Wisconsin
$606K
KP
497
Keel Point
Alabama
$605K
MCA
498
Magnolia Capital Advisors
Mississippi
$598K
USCWA
499
U.S. Capital Wealth Advisors
Texas
$595K
NHC
500
Nicholas Hoffman & Company
Georgia
$589K