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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
WFA
576
WMG Financial Advisors
Tennessee
$368K
HIA
577
HTG Investment Advisors
Connecticut
$364K
LFAS
578
Level Four Advisory Services
Texas
$361K
VFP
579
Verus Financial Partners
Virginia
$360K
AFAS
580
Acorn Financial Advisory Services
Virginia
$357K
SAM
581
Sequent Asset Management
Texas
$353K
SSC
582
Syverson Strege & Co
Iowa
$352K
WAN
583
Wealth Advisors Northwest
Oregon
$351K
CWR
584
Chico Wealth RIA
California
$349K
VA
585
Valmark Advisers
Ohio
$349K
HTWM
586
Hartmann Taylor Wealth Management
Texas
$346K
AIS
587
Accredited Investor Services
Minnesota
$346K
Bank of New York Mellon
588
Bank of New York Mellon
New York
$345K
IAN
589
Integrated Advisors Network
Texas
$344K
VPP
590
Vertex Planning Partners
Illinois
$341K
TCA
591
Transcend Capital Advisors
New Jersey
$341K
VCM
592
Vision Capital Management
Oregon
$339K
WWM
593
Whalen Wealth Management
Nevada
$339K
OP
594
Oath Planning
Oklahoma
$338K
CFO
595
Collective Family Office
Pennsylvania
$337K
TP
596
Tranquility Partners
Tennessee
$335K
HA
597
Hanover Advisors
South Carolina
$333K
CCM
598
Cloud Capital Management
Washington
$330K
YWM
599
Yoder Wealth Management
California
$330K
VVP
600
Venture Visionary Partners
Ohio
$327K