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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
TCM
626
Towneley Capital Management
California
$312K +$1.23K +21 +0.4%
SI
627
Stephens Inc
Arkansas
$311K
DAS
628
Diversify Advisory Services
Utah
$311K -$245K -4,196 -46%
BCM
629
Bannerstone Capital Management
Minnesota
$311K +$305K +5,220 New
MSF
630
Mustard Seed Financial
Arkansas
$310K
PC
631
Peavine Capital
Nevada
$309K
FWS
632
FinDec Wealth Services
California
$308K -$5.13K -88 -2%
PFP
633
Paragon Financial Partners
California
$303K
William Blair & Company
634
William Blair & Company
Illinois
$300K +$3.03K +52 +1%
LW
635
Linscomb Wealth
Texas
$299K
AIP
636
Ameritas Investment Partners
Nebraska
$298K +$1.17K +20 +0.4%
MWM
637
McCartney Wealth Management
Missouri
$296K +$290K +4,978 New
CA
638
CGN Advisors
Kansas
$296K -$6.07K -104 -2%
VA
639
VestGen Advisors
Illinois
$294K
CFG
640
Citizens Financial Group
Rhode Island
$294K -$37.1K -636 -11%
CA
641
Cortland Associates
Missouri
$291K -$146K -2,510 -34%
CPA
642
Cathy Pareto & Associates
Florida
$290K +$1.11K +19 +0.4%
DJSG
643
D.J. St. Germain
Massachusetts
$289K +$21.2K +363 +8%
Wells Fargo
644
Wells Fargo
California
$288K -$534K -9,153 -65%
DI
645
Disciplined Investors
Texas
$288K +$584 +10 +0.2%
Susquehanna International Group
646
Susquehanna International Group
Pennsylvania
$287K -$3.44M -59,021 -92%
BBHC
647
Brown Brothers Harriman & Co
New York
$286K
JDLA
648
J. Derek Lewis & Associates
California
$286K +$281K +4,811 New
WA
649
Winter & Associates
Minnesota
$286K +$280K +4,805 New
SPWM
650
Smith Partners Wealth Management
North Carolina
$286K +$280K +4,802 New