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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
HTWM
601
Hartmann Taylor Wealth Management
Texas
$346K -$17.3K -297 -5%
AIS
602
Accredited Investor Services
Minnesota
$346K
Bank of New York Mellon
603
Bank of New York Mellon
New York
$345K -$35.5K -609 -10%
IAN
604
Integrated Advisors Network
Texas
$344K -$51.4K -881 -13%
VPP
605
Vertex Planning Partners
Illinois
$341K +$45.4K +778 +16%
TCA
606
Transcend Capital Advisors
New Jersey
$341K
VCM
607
Vision Capital Management
Oregon
$339K
WWM
608
Whalen Wealth Management
Nevada
$339K +$1.28K +22 +0.4%
OP
609
Oath Planning
Oklahoma
$338K +$332K +5,685 New
CFO
610
Collective Family Office
Pennsylvania
$337K -$23.3K -400 -7%
TP
611
Tranquility Partners
Tennessee
$335K -$5.89K -101 -2%
HA
612
Hanover Advisors
South Carolina
$333K -$525 -9 -0.2%
CCM
613
Cloud Capital Management
Washington
$330K +$12.5K +215 +4%
YWM
614
Yoder Wealth Management
California
$330K
VVP
615
Venture Visionary Partners
Ohio
$327K +$321K +5,497 New
TFS
616
Thoroughbred Financial Services
Tennessee
$327K
PA
617
Pinnacle Associates
New York
$327K
CPWM
618
Cypress Point Wealth Management
Texas
$326K -$166K -2,839 -34%
ANB
619
Amarillo National Bank
Texas
$325K
PWMAG
620
Pinnacle Wealth Management Advisory Group
New Jersey
$325K
National Bank of Canada
621
National Bank of Canada
Quebec, Canada
$317K +$146K +2,500 +89%
GA
622
Goldstein Advisors
Wisconsin
$316K
BIG
623
Brookwood Investment Group
Arizona
$316K +$13.5K +232 +5%
WSFS
624
Wilmington Savings Fund Society
Delaware
$316K
CFO
625
Cambient Family Office
Michigan
$315K +$309K +5,288 New