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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
PPP
676
Prism Planning Partners
Illinois
$222K
GBWM
677
Granite Bay Wealth Management
New Hampshire
$221K
FA
678
Fermata Advisors
California
$221K
FWM
679
FFT Wealth Management
Pennsylvania
$221K
OIM
680
Oder Investment Management
California
$221K
BCM
681
Brookstone Capital Management
Illinois
$219K
AG
682
Ascent Group
Virginia
$217K
CWS
683
Cypress Wealth Services
California
$217K
WTB
684
Washington Trust Bank
Washington
$217K
AP
685
Americana Partners
Texas
$217K
CT
686
Caldwell Trust
Florida
$215K
FFA
687
Frazier Financial Advisors
Ohio
$215K
SH
688
SLT Holdings
Arizona
$212K
IIA
689
Integrity Investment Advisors
Colorado
$210K
HG
690
Harbor Group
New Hampshire
$207K
APP
691
Avantax Planning Partners
Iowa
$207K
CB
692
Cadence Bank
Mississippi
$207K
SEP
693
Signature Equity Partners
Ohio
$204K
Fisher Asset Management
694
Fisher Asset Management
Washington
$202K
SIC
695
SJS Investment Consulting
Ohio
$199K
RTL
696
Red Tortoise LLC
Georgia
$189K
RIL
697
Rothschild Investment LLC
Illinois
$186K
AF
698
Advisornet Financial
Minnesota
$175K
PB
699
Prosperity Bancshares
Texas
$163K
HC
700
Hurley Capital
New York
$152K