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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
NG
526
NWK Group
California
$496K
LNWTC
527
Laird Norton Wetherby Trust Company
Washington
$495K
MGWA
528
Monument Group Wealth Advisors
Massachusetts
$495K
SHGA
529
Sand Hill Global Advisors
California
$484K
MWM
530
Modern Wealth Management
Kansas
$474K
WPC
531
Wedmont Private Capital
Pennsylvania
$474K
WANY
532
Wealthspire Advisors (New York)
New York
$473K
CFG
533
Clayton Financial Group
Missouri
$473K
HI
534
Harbour Investments
Wisconsin
$473K
MMA
535
Miracle Mile Advisors
California
$459K
SA
536
Stolz & Associates
Washington
$455K
PTC
537
Private Trust Company
Ohio
$452K
IF
538
Intrua Financial
Texas
$450K
PFBT
539
Parkside Financial Bank & Trust
Missouri
$447K
MEAC
540
M.E. Allison & Co
Texas
$443K
CT
541
Colonial Trust
South Carolina
$442K
OIS
542
Okabena Investment Services
Minnesota
$442K
TWP
543
Total Wealth Planning
Ohio
$439K
AWM
544
Accurate Wealth Management
Florida
$439K
SCA
545
STALEY CAPITAL ADVISERS
Pennsylvania
$437K
OPF
546
Old Peak Finance
North Carolina
$432K
GP
547
Greenline Partners
New York
$431K
BFA
548
Benningfield Financial Advisors
California
$431K
FCA
549
Fortis Capital Advisors
Kansas
$429K
BAM
550
Belpointe Asset Management
Nevada
$429K