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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
RYA
51
Richard Young Associates
Georgia
$33M +$32.3M +553,710 New
EFP
52
EnRich Financial Partners
Wisconsin
$31.4M -$42K -719 -0.1%
HSG
53
Helen Stephens Group
Texas
$31.3M +$961K +16,469 +3%
FMWA
54
Forvis Mazars Wealth Advisors
Missouri
$30.1M -$2.75M -47,192 -9%
BHWM
55
Beaird Harris Wealth Management
Texas
$29.6M -$234K -4,016 -0.8%
FH
56
Financial Harvest
Florida
$29M +$1.44M +24,599 +5%
FCAS
57
First Command Advisory Services
Texas
$28.9M -$1.12M -19,243 -4%
MFWP
58
Mosaic Family Wealth Partners
Missouri
$28.7M -$800K -13,715 -3%
TWA
59
TCI Wealth Advisors
Arizona
$28.5M -$54.3K -931 -0.2%
PCI
60
Planning Center Inc
Illinois
$27.5M -$1.96M -33,653 -7%
AssetMark Inc
61
AssetMark Inc
California
$27.2M +$425K +7,279 +2%
NL
62
NorthAvenue LLC
Ohio
$26.6M +$26.1M +446,623 New
Jones Financial Companies
63
Jones Financial Companies
Missouri
$26.4M +$5.49M +94,142 +27%
UBS Group
64
UBS Group
Switzerland
$26.2M -$1.56M -26,755 -6%
SIMC
65
Squire Investment Management Company
Utah
$25.8M +$312K +5,342 +1%
WG
66
Watchman Group
Texas
$25.8M +$27.7K +474 +0.1%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$25.6M -$625K -10,718 -2%
BWA
68
Babb Wealth Advisors
Arizona
$25.5M +$2.9M +49,681 +13%
AWM
69
AE Wealth Management
Kansas
$25.4M -$1.01M -17,282 -4%
CSIA
70
Conrad Siegel Investment Advisors
Pennsylvania
$25.4M +$623K +10,674 +3%
CWS
71
Confluence Wealth Services
Pennsylvania
$25.4M +$935K +16,017 +4%
TFM
72
TFC Financial Management
Massachusetts
$25.3M -$246K -4,221 -1%
DEM
73
Disciplined Equity Management
Florida
$24.9M +$662K +11,352 +3%
SFS
74
Summit Financial Strategies
Ohio
$24.6M +$1.46M +24,967 +6%
MWM
75
Meritas Wealth Management
California
$24.4M -$670K -11,474 -3%