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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
WTA
651
Washington Trust Advisors
Massachusetts
$253K
IA
652
Integrity Alliance
Iowa
$252K
DWS
653
Discipline Wealth Solutions
South Carolina
$251K
FFM
654
Flagstone Financial Management
Nebraska
$245K
SWM
655
SilverOak Wealth Management
Minnesota
$244K
DWM
656
Drive Wealth Management
Utah
$243K
GPW
657
Gentry Private Wealth
Kansas
$241K
GA
658
GoalVest Advisory
New York
$241K
MAG
659
Mokosak Advisory Group
Iowa
$240K
PP
660
Pacifica Partners
Canada
$240K
SWP
661
Sagespring Wealth Partners
Tennessee
$240K
CWM
662
Core Wealth Management
Florida
$240K
HA
663
Heffernan Advisory
Arizona
$239K
DOA
664
D'Orazio & Associates
Virginia
$237K
PS
665
Principal Securities
Iowa
$237K
SAW
666
Signal Advisors Wealth
Michigan
$236K
PFA
667
Pettinga Financial Advisors
Indiana
$236K
NRW
668
Nova R Wealth
Kansas
$234K
SF
669
Summit Financial
New Jersey
$233K
KA
670
Kovack Advisors
Florida
$233K
GWM
671
GDS Wealth Management
Texas
$231K
FA
672
FF Advisors
California
$230K
IF
673
Ironwood Financial
Arizona
$228K
Franklin Resources
674
Franklin Resources
California
$226K
HIIFS
675
Harel Insurance Investments & Financial Services
Israel
$226K