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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
HR
726
Howe & Rusling
New York
$65.6K
CH
727
CDKV Holdings
Colorado
$63.2K
OC
728
Optima Capital
Oregon
$60.4K
GTAM
729
Global Trust Asset Management
Florida
$59.5K
AAP
730
Arax Advisory Partners
Colorado
$58.2K
FDCP
731
Foster Dykema Cabot & Partners
Massachusetts
$58.1K
HFS
732
Hantz Financial Services
Michigan
$58K
CFS
733
CGC Financial Services
Oregon
$56.1K
NRG
734
Nemes Rush Group
Michigan
$52.1K
IWP
735
IAG Wealth Partners
Wisconsin
$50.7K
TWM
736
Timmons Wealth Management
Massachusetts
$49.7K
RDFA
737
Ritter Daniher Financial Advisory
Ohio
$49.5K
BCWM
738
Bartlett & Co Wealth Management
Ohio
$44.6K
IFS
739
Intelligent Financial Strategies
Minnesota
$43.4K
ME
740
McIlrath & Eck
Washington
$42.8K
WP
741
WealthShield Partners
North Carolina
$42.4K
SC
742
Steph & Co
Wisconsin
$42.3K
FCG
743
Financial Connections Group
California
$40K
MWM
744
Mascoma Wealth Management
New Hampshire
$34.2K
CIBC Private Wealth Group
745
CIBC Private Wealth Group
Georgia
$33.2K
RF
746
Rossby Financial
Florida
$32.4K
PA
747
Parallel Advisors
California
$32.2K
SRCM
748
Signature Resources Capital Management
California
$30.2K
TCOT
749
Trust Company of Toledo
Ohio
$29.6K
CBT
750
CoreFirst Bank & Trust
Kansas
$26.4K