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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
RYA
51
Richard Young Associates
Georgia
$33M
EFP
52
EnRich Financial Partners
Wisconsin
$31.4M
HSG
53
Helen Stephens Group
Texas
$31.3M
FMWA
54
Forvis Mazars Wealth Advisors
Missouri
$30.1M
BHWM
55
Beaird Harris Wealth Management
Texas
$29.6M
FH
56
Financial Harvest
Florida
$29M
FCAS
57
First Command Advisory Services
Texas
$28.9M
MFWP
58
Mosaic Family Wealth Partners
Missouri
$28.7M
TWA
59
TCI Wealth Advisors
Arizona
$28.5M
PCI
60
Planning Center Inc
Illinois
$27.5M
AssetMark Inc
61
AssetMark Inc
California
$27.2M
Jones Financial Companies
62
Jones Financial Companies
Missouri
$26.4M
UBS Group
63
UBS Group
Switzerland
$26.2M
SIMC
64
Squire Investment Management Company
Utah
$25.8M
WG
65
Watchman Group
Texas
$25.8M
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$25.6M
BWA
67
Babb Wealth Advisors
Arizona
$25.5M
AWM
68
AE Wealth Management
Kansas
$25.4M
CSIA
69
Conrad Siegel Investment Advisors
Pennsylvania
$25.4M
CWS
70
Confluence Wealth Services
Pennsylvania
$25.4M
TFM
71
TFC Financial Management
Massachusetts
$25.3M
DEM
72
Disciplined Equity Management
Florida
$24.9M
SFS
73
Summit Financial Strategies
Ohio
$24.6M
MWM
74
Meritas Wealth Management
California
$24.4M
ACG
75
Allen Capital Group
Nebraska
$24.3M