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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
SAM
726
S.A. Mason
Michigan
$121K -$46.7K -800 -28%
OA
727
Operose Advisors
Wisconsin
$118K +$116K +1,989 New
UB
728
UMB Bank
Missouri
$118K
HNB
729
Huntington National Bank
Ohio
$115K
TCM
730
Tradewinds Capital Management
Washington
$98K +$66.1K +1,133 +221%
CMP
731
Coston McIsaac & Partners
Maine
$86K
WT
732
Whittier Trust
California
$82K
MA
733
Modus Advisors
Minnesota
$81.6K +$79.9K +1,370 New
SN
734
Sittner & Nelson
Oregon
$80.9K
KFAS
735
Keating Financial Advisory Services
Kansas
$79.6K +$78K +1,337 New
PCA
736
Providence Capital Advisors
North Carolina
$79.1K
AFG
737
Albion Financial Group
Utah
$77.5K
CFFP
738
Center for Financial Planning
Michigan
$77.4K
RWS
739
Retirement Wealth Solutions
Wisconsin
$73.7K
MSWA
740
Marshall & Sterling Wealth Advisors
New York
$73.4K
AWM
741
Angeles Wealth Management
California
$66.9K
TCA
742
Trifecta Capital Advisors
Illinois
$66.4K
HR
743
Howe & Rusling
New York
$65.6K
CH
744
CDKV Holdings
Colorado
$63.2K +$62K +1,062 New
OC
745
Optima Capital
Oregon
$60.4K +$59.2K +1,014 New
GTAM
746
Global Trust Asset Management
Florida
$59.5K -$70.9K -1,215 -55%
AAP
747
Arax Advisory Partners
Colorado
$58.2K
FDCP
748
Foster Dykema Cabot & Partners
Massachusetts
$58.1K
HFS
749
Hantz Financial Services
Michigan
$58K
CFS
750
CGC Financial Services
Oregon
$56.1K