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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
PGAM
701
Princeton Global Asset Management
New Jersey
$149K
CA
702
Clearstead Advisors
Ohio
$149K
M
703
MOTCO
Texas
$140K
CIAS
704
Capital Investment Advisory Services
North Carolina
$137K
AWM
705
Abound Wealth Management
Tennessee
$137K
IRC
706
Investors Research Corp
Georgia
$133K
CMBA
707
C.M. Bidwell & Associates
Hawaii
$131K
GWS
708
Glassman Wealth Services
Virginia
$122K
SAM
709
S.A. Mason
Michigan
$121K
OA
710
Operose Advisors
Wisconsin
$118K
UB
711
UMB Bank
Missouri
$118K
HNB
712
Huntington National Bank
Ohio
$115K
TCM
713
Tradewinds Capital Management
Washington
$98K
CMP
714
Coston McIsaac & Partners
Maine
$86K
WT
715
Whittier Trust
California
$82K
MA
716
Modus Advisors
Minnesota
$81.6K
SN
717
Sittner & Nelson
Oregon
$80.9K
KFAS
718
Keating Financial Advisory Services
Kansas
$79.6K
PCA
719
Providence Capital Advisors
North Carolina
$79.1K
AFG
720
Albion Financial Group
Utah
$77.5K
CFFP
721
Center for Financial Planning
Michigan
$77.4K
RWS
722
Retirement Wealth Solutions
Wisconsin
$73.7K
MSWA
723
Marshall & Sterling Wealth Advisors
New York
$73.4K
AWM
724
Angeles Wealth Management
California
$66.9K
TCA
725
Trifecta Capital Advisors
Illinois
$66.4K