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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
MWM
501
Maripau Wealth Management
Indiana
$583K
UCFA
502
United Capital Financial Advisors
Texas
$582K
BI
503
Berkeley Inc
Idaho
$581K
Marshall Wace
504
Marshall Wace
United Kingdom
$575K
AWM
505
Arista Wealth Management
Nevada
$574K
MCM
506
Mattern Capital Management
Colorado
$570K
WS
507
Wedbush Securities
California
$567K
CAMG
508
CWA Asset Management Group
Florida
$564K
CW
509
CreativeOne Wealth
Kansas
$563K
BTI
510
Blue Trust Inc
Georgia
$561K
MFIM
511
Mesirow Financial Investment Management
Illinois
$560K
AC
512
AlphaCore Capital
California
$556K
TWP
513
Triad Wealth Partners
Kansas
$549K
SAM
514
Secure Asset Management
Michigan
$542K
CCWM
515
Correct Capital Wealth Management
Missouri
$538K
FOA
516
Five Oceans Advisors
California
$533K
WP
517
Westmount Partners
California
$528K
RFA
518
Rollins Financial Advisors
New York
$523K
GWM
519
Geneos Wealth Management
Colorado
$523K
EF
520
Exeter Financial
Arizona
$518K
HPA
521
High Probability Advisors
New York
$516K
LIA
522
LBMC Investment Advisors
Tennessee
$512K
M&T Bank
523
M&T Bank
New York
$508K
Brown Advisory
524
Brown Advisory
Maryland
$502K
KCM
525
Kathmere Capital Management
Pennsylvania
$501K