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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
CAM
476
CPA Asset Management
Florida
$711K
SFS
477
Strategic Financial Services
New York
$711K
BFA
478
Beacon Financial Advisory
Ohio
$709K +$49.8K +853 +8%
RPCA
479
Running Point Capital Advisors
California
$705K
Janney Montgomery Scott
480
Janney Montgomery Scott
Pennsylvania
$705K -$58 -1 -0%
FWCM
481
Ferguson Wellman Capital Management
Oregon
$702K
NCM
482
NCM Capital Management
New Jersey
$697K +$2.16K +37 +0.3%
CPSAC
483
Chas P. Smith & Associates (CPS)
Florida
$693K +$680K +11,646 New
TP
484
Trailhead Planners
Minnesota
$683K +$670K +11,476 New
FF
485
Francis Financial
$679K +$666K +11,409 New
CWA
486
Cascade Wealth Advisors
Washington
$677K
Lido Advisors
487
Lido Advisors
California
$677K
BC
488
BDFS Capital
Delaware
$677K +$664K +11,377 New
CCWA
489
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$674K +$660K +11,314 New
FWM
490
Forza Wealth Management
Florida
$669K -$11.7K -200 -2%
RIP
491
RAM Investment Partners
Washington
$668K -$35K -600 -5%
G
492
GenTrust
Florida
$660K
IC
493
IEQ Capital
California
$659K +$875 +15 +0.1%
ACA
494
American Capital Advisory
Idaho
$659K -$151K -2,583 -19%
ARA
495
Approach Retirement Advisors
Alabama
$642K +$629K +10,781 New
KRW
496
Kaufman Rossin Wealth
Florida
$641K
DAS
497
Dynamic Advisor Solutions
Arizona
$640K -$273K -4,677 -30%
Fifth Third Bancorp
498
Fifth Third Bancorp
Ohio
$636K +$63.1K +1,082 +11%
WF
499
WoodTrust Financial
Wisconsin
$634K
MPW
500
MASECO Private Wealth
$632K +$26.3K +451 +4%