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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
HSA
501
HBK Sorce Advisory
Pennsylvania
$630K +$551K +9,441 New
FFN
502
Focus Financial Network
Minnesota
$619K -$139K -2,378 -19%
WMS
503
Wealth Management Strategies
Pennsylvania
$618K +$2.22K +38 +0.4%
PA
504
PFG Advisors
Arizona
$617K +$292K +5,007 +93%
IFG
505
Independent Financial Group
California
$617K +$36.8K +630 +6%
LCM
506
Liberty Capital Management
Michigan
$614K
MSWM
507
McGlone Suttner Wealth Management
Wisconsin
$606K
KP
508
Keel Point
Alabama
$605K -$145K -2,478 -20%
MKW
509
Mullaney, Keating & Wright
Connecticut
$602K
MCA
510
Magnolia Capital Advisors
Mississippi
$598K +$2.33K +40 +0.4%
USCWA
511
U.S. Capital Wealth Advisors
Texas
$595K
NHC
512
Nicholas Hoffman & Company
Georgia
$589K -$53K -908 -8%
MWM
513
Maripau Wealth Management
Indiana
$583K +$572K +9,799 New
UCFA
514
United Capital Financial Advisors
Texas
$582K -$21.1K -362 -4%
BI
515
Berkeley Inc
Idaho
$581K +$58 +1 +0%
EWP
516
E-Wealth Partners
Minnesota
$580K +$569K +9,749 New
Marshall Wace
517
Marshall Wace
United Kingdom
$575K +$563K +9,653 New
AWM
518
Arista Wealth Management
Nevada
$574K
MCM
519
Mattern Capital Management
Colorado
$570K +$15.2K +260 +3%
WS
520
Wedbush Securities
California
$567K +$175K +3,000 +46%
CAMG
521
CWA Asset Management Group
Florida
$564K
CW
522
CreativeOne Wealth
Kansas
$563K +$40.6K +696 +8%
BTI
523
Blue Trust Inc
Georgia
$561K
MFIM
524
Mesirow Financial Investment Management
Illinois
$560K +$1.98K +34 +0.4%
AC
525
AlphaCore Capital
California
$556K +$117 +2 +0%