We are live on ! Find out more
DFAT icon

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 100 funds opening new positions, 269 increasing their positions, 246 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 100 | 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: 728791 (+63)

7.06% more ownership

Funds ownership: 76.05%83.11% (+7.1%)

9% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 246

Holders
791
Holders Change
+63
Holders Change %
+8.65%
% 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
100
Increased
269
Reduced
246
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
526
Triad Wealth Partners
Kansas
$549K -$16.5K -283 -3%
SAM
527
Secure Asset Management
Michigan
$542K
CCWM
528
Correct Capital Wealth Management
Missouri
$538K
FOA
529
Five Oceans Advisors
California
$533K -$122K -2,093 -19%
WP
530
Westmount Partners
California
$528K
RFA
531
Rollins Financial Advisors
New York
$523K -$19.6K -336 -4%
GWM
532
Geneos Wealth Management
Colorado
$523K
EF
533
Exeter Financial
Arizona
$518K +$1.98K +34 +0.4%
HPA
534
High Probability Advisors
New York
$516K
LIA
535
LBMC Investment Advisors
Tennessee
$512K +$1.17K +20 +0.2%
M&T Bank
536
M&T Bank
New York
$508K +$47.4K +813 +11%
Brown Advisory
537
Brown Advisory
Maryland
$502K
KCM
538
Kathmere Capital Management
Pennsylvania
$501K
NG
539
NWK Group
California
$496K +$64K +1,097 +15%
LNWTC
540
Laird Norton Wetherby Trust Company
Washington
$495K +$485K +8,317 New
MGWA
541
Monument Group Wealth Advisors
Massachusetts
$495K -$9.1K -156 -2%
SHGA
542
Sand Hill Global Advisors
California
$484K -$30.6K -524 -6%
MW
543
Merited Wealth
Florida
$484K +$474K +8,123 New
MWM
544
Modern Wealth Management
Kansas
$474K
WPC
545
Wedmont Private Capital
Pennsylvania
$474K +$467 +8 +0.1%
WANY
546
Wealthspire Advisors (New York)
New York
$473K +$241K +4,126 +108%
CFG
547
Clayton Financial Group
Missouri
$473K
HI
548
Harbour Investments
Wisconsin
$473K +$238K +4,081 +106%
NSG
549
Nalls Sherbakoff Group
Tennessee
$466K -$47.5K -814 -9%
MMA
550
Miracle Mile Advisors
California
$459K