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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
TFS
601
Thoroughbred Financial Services
Tennessee
$327K
PA
602
Pinnacle Associates
New York
$327K
CPWM
603
Cypress Point Wealth Management
Texas
$326K
ANB
604
Amarillo National Bank
Texas
$325K
PWMAG
605
Pinnacle Wealth Management Advisory Group
New Jersey
$325K
National Bank of Canada
606
National Bank of Canada
Quebec, Canada
$317K
GA
607
Goldstein Advisors
Wisconsin
$316K
BIG
608
Brookwood Investment Group
Arizona
$316K
WSFS
609
Wilmington Savings Fund Society
Delaware
$316K
CFO
610
Cambient Family Office
Michigan
$315K
TCM
611
Towneley Capital Management
California
$312K
SI
612
Stephens Inc
Arkansas
$311K
DAS
613
Diversify Advisory Services
Utah
$311K
MSF
614
Mustard Seed Financial
Arkansas
$310K
PC
615
Peavine Capital
Nevada
$309K
FWS
616
FinDec Wealth Services
California
$308K
PFP
617
Paragon Financial Partners
California
$303K
William Blair & Company
618
William Blair & Company
Illinois
$300K
LW
619
Linscomb Wealth
Texas
$299K
AIP
620
Ameritas Investment Partners
Nebraska
$298K
MWM
621
McCartney Wealth Management
Missouri
$296K
CA
622
CGN Advisors
Kansas
$296K
VA
623
VestGen Advisors
Illinois
$294K
CFG
624
Citizens Financial Group
Rhode Island
$294K
CA
625
Cortland Associates
Missouri
$291K