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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
WTB
701
Washington Trust Bank
Washington
$217K +$212K +3,640 New
CT
702
Caldwell Trust
Florida
$215K
FFA
703
Frazier Financial Advisors
Ohio
$215K
SH
704
SLT Holdings
Arizona
$212K
IIA
705
Integrity Investment Advisors
Colorado
$210K
HG
706
Harbor Group
New Hampshire
$207K +$817 +14 +0.4%
APP
707
Avantax Planning Partners
Iowa
$207K
CB
708
Cadence Bank
Mississippi
$207K -$5.02K -86 -2%
SEP
709
Signature Equity Partners
Ohio
$204K +$200K +3,426 New
Fisher Asset Management
710
Fisher Asset Management
Washington
$202K -$34.6K -593 -15%
SIC
711
SJS Investment Consulting
Ohio
$199K
RTL
712
Red Tortoise LLC
Georgia
$189K
RIL
713
Rothschild Investment LLC
Illinois
$186K
AF
714
Advisornet Financial
Minnesota
$175K +$408 +7 +0.2%
PB
715
Prosperity Bancshares
Texas
$163K +$159K +2,733 New
HC
716
Hurley Capital
New York
$152K -$55.3K -947 -27%
PGAM
717
Princeton Global Asset Management
New Jersey
$149K
CA
718
Clearstead Advisors
Ohio
$149K
M
719
MOTCO
Texas
$140K
CIAS
720
Capital Investment Advisory Services
North Carolina
$137K -$10.6K -182 -7%
BNA
721
BankChampaign National Association
Illinois
$137K +$2.22K +38 New
AWM
722
Abound Wealth Management
Tennessee
$137K +$39.6K +678 +42%
IRC
723
Investors Research Corp
Georgia
$133K
CMBA
724
C.M. Bidwell & Associates
Hawaii
$131K -$4.96K -85 -4%
GWS
725
Glassman Wealth Services
Virginia
$122K