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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
CPA
626
Cathy Pareto & Associates
Florida
$290K
DJSG
627
D.J. St. Germain
Massachusetts
$289K
Wells Fargo
628
Wells Fargo
California
$288K
DI
629
Disciplined Investors
Texas
$288K
Susquehanna International Group
630
Susquehanna International Group
Pennsylvania
$287K
BBHC
631
Brown Brothers Harriman & Co
New York
$286K
WA
632
Winter & Associates
Minnesota
$286K
SPWM
633
Smith Partners Wealth Management
North Carolina
$286K
MWA
634
Midland Wealth Advisors
Illinois
$283K
CCA
635
Clarity Capital Advisors
Florida
$280K
GFP
636
Gryphon Financial Partners
Ohio
$279K
CIA
637
Concurrent Investment Advisors
Florida
$277K
TVPW
638
Third View Private Wealth
Connecticut
$276K
SWP
639
Significant Wealth Partners
Illinois
$275K
FA
640
Fiduciary Alliance
South Carolina
$273K
EIG
641
Ellenbecker Investment Group
Wisconsin
$272K
KFI
642
Key Financial Inc
Pennsylvania
$269K
DWM
643
Destination Wealth Management
California
$264K
SFGM
644
Stonebridge Financial Group (Missouri)
Missouri
$263K
NC
645
North Capital
Utah
$263K
WWM
646
Woodside Wealth Management
Massachusetts
$257K
AI
647
Accredited Investors
Minnesota
$256K
GM
648
GeoWealth Management
Illinois
$256K
VA
649
Vident Advisory
Georgia
$256K
NP
650
NorthRock Partners
Minnesota
$253K