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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
MWA
651
Midland Wealth Advisors
Illinois
$283K -$47.1K -807 -15%
CCA
652
Clarity Capital Advisors
Florida
$280K
GFP
653
Gryphon Financial Partners
Ohio
$279K
CIA
654
Concurrent Investment Advisors
Florida
$277K +$584 +10 +0.2%
TVPW
655
Third View Private Wealth
Connecticut
$276K +$271K +4,638 New
SWP
656
Significant Wealth Partners
Illinois
$275K
FA
657
Fiduciary Alliance
South Carolina
$273K
EIG
658
Ellenbecker Investment Group
Wisconsin
$272K +$408 +7 +0.2%
KFI
659
Key Financial Inc
Pennsylvania
$269K
DWM
660
Destination Wealth Management
California
$264K
SFGM
661
Stonebridge Financial Group (Missouri)
Missouri
$263K +$258K +4,418 New
NC
662
North Capital
Utah
$263K +$992 +17 +0.4%
WWM
663
Woodside Wealth Management
Massachusetts
$257K
AI
664
Accredited Investors
Minnesota
$256K -$9.34K -160 -4%
GM
665
GeoWealth Management
Illinois
$256K
VA
666
Vident Advisory
Georgia
$256K
NP
667
NorthRock Partners
Minnesota
$253K +$248K +4,255 New
WTA
668
Washington Trust Advisors
Massachusetts
$253K +$817 +14 +0.3%
IA
669
Integrity Alliance
Iowa
$252K +$247K +4,230 New
DWS
670
Discipline Wealth Solutions
South Carolina
$251K -$472K -8,094 -66%
FFM
671
Flagstone Financial Management
Nebraska
$245K
SWM
672
SilverOak Wealth Management
Minnesota
$244K
DWM
673
Drive Wealth Management
Utah
$243K +$58 +1 +0%
GPW
674
Gentry Private Wealth
Kansas
$241K
GA
675
GoalVest Advisory
New York
$241K +$236K +4,050 New