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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
ASN
576
Advisory Services Network
Georgia
$398K -$41.7K -715 -10%
WDL
577
Well Done LLC
Michigan
$394K
GWA
578
Geometric Wealth Advisors
District of Columbia
$388K -$48.8K -836 -11%
MCM
579
Mitchell Capital Management
Kansas
$386K
BB
580
Busey Bank
Illinois
$384K +$119K +2,034 +46%
PFS
581
Prospera Financial Services
Texas
$380K +$372K +6,377 New
FA
582
Fortis Advisors
Pennsylvania
$379K +$1.46K +25 +0.4%
IP
583
Integras Partners
Georgia
$378K
RWM
584
Rialto Wealth Management
New York
$377K +$759 +13 +0.2%
EF
585
Empowered Funds
Pennsylvania
$376K +$368K +6,315 New
FFG
586
First Financial Group
North Carolina
$375K
First Manhattan
587
First Manhattan
New York
$374K
SHF
588
Stage Harbor Financial
Massachusetts
$373K
KFP
589
Keener Financial Planning
Texas
$370K +$55.2K +946 +18%
BWM
590
BCO Wealth Management
New Mexico
$368K -$1.69K -29 -0.5%
WFA
591
WMG Financial Advisors
Tennessee
$368K -$20.1K -345 -5%
HIA
592
HTG Investment Advisors
Connecticut
$364K -$2.04K -35 -0.6%
LFAS
593
Level Four Advisory Services
Texas
$361K -$817 -14 -0.2%
VFP
594
Verus Financial Partners
Virginia
$360K -$175 -3 -0.1%
AFAS
595
Acorn Financial Advisory Services
Virginia
$357K +$24K +412 +7%
SAM
596
Sequent Asset Management
Texas
$353K
SSC
597
Syverson Strege & Co
Iowa
$352K +$1.23K +21 +0.4%
WAN
598
Wealth Advisors Northwest
Oregon
$351K +$525 +9 +0.2%
CWR
599
Chico Wealth RIA
California
$349K +$54.1K +928 +19%
VA
600
Valmark Advisers
Ohio
$349K +$6.65K +114 +2%