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Dimensional US Targeted Value ETF

790 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, 269 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: 728790 (+62)

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
790
Holders Change
+62
Holders Change %
+8.52%
% of All Funds
9.61%
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
269
Reduced
246
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
551
Stolz & Associates
Washington
$455K +$445K +7,634 New
PTC
552
Private Trust Company
Ohio
$452K +$2.57K +44 +0.6%
IF
553
Intrua Financial
Texas
$450K -$52.5K -900 -11%
PFBT
554
Parkside Financial Bank & Trust
Missouri
$447K -$233K -3,999 -35%
MEAC
555
M.E. Allison & Co
Texas
$443K +$233 +4 +0.1%
CT
556
Colonial Trust
South Carolina
$442K
OIS
557
Okabena Investment Services
Minnesota
$442K +$55K +942 +15%
TWP
558
Total Wealth Planning
Ohio
$439K -$3.16M -54,206 -88%
AWM
559
Accurate Wealth Management
Florida
$439K +$11.8K +202 +3%
SCA
560
STALEY CAPITAL ADVISERS
Pennsylvania
$437K +$1.69K +29 +0.4%
OPF
561
Old Peak Finance
North Carolina
$432K +$423K +7,255 New
GP
562
Greenline Partners
New York
$431K +$1.11K +19 +0.3%
BFA
563
Benningfield Financial Advisors
California
$431K
BAM
564
Belpointe Asset Management
Nevada
$429K
FCA
565
Fortis Capital Advisors
Kansas
$429K
WCP
566
Wick Capital Partners
Pennsylvania
$427K
DFC
567
DBK Financial Counsel
Ohio
$426K
LCAM
568
London & Capital Asset Management
United Kingdom
$425K +$417K +7,145 New
MWC
569
MBM Wealth Consultants
Missouri
$421K -$22.6K -388 -5%
Comerica Bank
570
Comerica Bank
Texas
$418K -$3.91K -67 -0.9%
PI
571
Parkside Investments
Illinois
$410K
OC
572
Oakworth Capital
Alabama
$405K
SLT
573
St Louis Trust
Missouri
$403K
RP
574
Rowlandmiller & Partners
Georgia
$402K
MPAM
575
Murphy Pohlad Asset Management
Minnesota
$399K