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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
WCP
551
Wick Capital Partners
Pennsylvania
$427K
DFC
552
DBK Financial Counsel
Ohio
$426K
LCAM
553
London & Capital Asset Management
United Kingdom
$425K
MWC
554
MBM Wealth Consultants
Missouri
$421K
Comerica Bank
555
Comerica Bank
Texas
$418K
PI
556
Parkside Investments
Illinois
$410K
OC
557
Oakworth Capital
Alabama
$405K
SLT
558
St Louis Trust
Missouri
$403K
RP
559
Rowlandmiller & Partners
Georgia
$402K
MPAM
560
Murphy Pohlad Asset Management
Minnesota
$399K
ASN
561
Advisory Services Network
Georgia
$398K
WDL
562
Well Done LLC
Michigan
$394K
GWA
563
Geometric Wealth Advisors
District of Columbia
$388K
MCM
564
Mitchell Capital Management
Kansas
$386K
BB
565
Busey Bank
Illinois
$384K
PFS
566
Prospera Financial Services
Texas
$380K
FA
567
Fortis Advisors
Pennsylvania
$379K
IP
568
Integras Partners
Georgia
$378K
RWM
569
Rialto Wealth Management
New York
$377K
EF
570
Empowered Funds
Pennsylvania
$376K
FFG
571
First Financial Group
North Carolina
$375K
First Manhattan
572
First Manhattan
New York
$374K
SHF
573
Stage Harbor Financial
Massachusetts
$373K
KFP
574
Keener Financial Planning
Texas
$370K
BWM
575
BCO Wealth Management
New Mexico
$368K