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Dimensional US Targeted Value ETF

789 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, 268 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)

14% more capital invested

Capital invested by funds: $8.88B → $10.2B (+$1.28B)

8% more funds holding

Funds holding: 728789 (+61)

6.98% more ownership

Funds ownership: 76.05%83.03% (+7%)

9% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 246

Holders
789
Holders Change
+61
Holders Change %
+8.38%
% of All Funds
9.6%
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
268
Reduced
246
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
676
Pacifica Partners
Canada
$240K
SWP
677
Sagespring Wealth Partners
Tennessee
$240K +$3.38K +58 +1%
CWM
678
Core Wealth Management
Florida
$240K
HA
679
Heffernan Advisory
Arizona
$239K +$234K +4,006 New
DOA
680
D'Orazio & Associates
Virginia
$237K
PS
681
Principal Securities
Iowa
$237K -$19.1K -328 -8%
SAW
682
Signal Advisors Wealth
Michigan
$236K +$232K +3,970 New
PFA
683
Pettinga Financial Advisors
Indiana
$236K
NRW
684
Nova R Wealth
Kansas
$234K +$934 +16 +0.4%
SF
685
Summit Financial
New Jersey
$233K +$175 +3 +0.1%
KA
686
Kovack Advisors
Florida
$233K +$228K +3,907 New
GWM
687
GDS Wealth Management
Texas
$231K -$11.1K -190 -5%
FA
688
FF Advisors
California
$230K
IF
689
Ironwood Financial
Arizona
$228K
Franklin Resources
690
Franklin Resources
California
$226K +$934 +16 +0.4%
HIIFS
691
Harel Insurance Investments & Financial Services
Israel
$226K
PPP
692
Prism Planning Partners
Illinois
$222K +$218K +3,732 New
GBWM
693
Granite Bay Wealth Management
New Hampshire
$221K
FA
694
Fermata Advisors
California
$221K +$875 +15 +0.4%
FWM
695
FFT Wealth Management
Pennsylvania
$221K
OIM
696
Oder Investment Management
California
$221K +$216K +3,706 New
BCM
697
Brookstone Capital Management
Illinois
$219K -$750K -12,849 -78%
AG
698
Ascent Group
Virginia
$217K +$1.57K +27 +0.7%
CWS
699
Cypress Wealth Services
California
$217K +$292 +5 +0.1%
AP
700
Americana Partners
Texas
$217K +$212K +3,640 New