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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
HWA
751
HHM Wealth Advisors
Tennessee
$23.6K
T
752
Transce3nd
Texas
$23.2K
UCB
753
United Community Bank
South Carolina
$22.4K
IF
754
Integrity Financial
Wyoming
$22K
CCMI
755
Creative Capital Management Investments
California
$21.2K
GCM
756
Gables Capital Management
Florida
$19K
SWIM
757
Smallwood Wealth Investment Management
New Jersey
$18.4K
PAI
758
Pittenger & Anderson Inc
Nebraska
$15.1K
EWM
759
Evermay Wealth Management
Virginia
$10.1K
TC
760
Truvestments Capital
Florida
$9.71K
1IA
761
1620 Investment Advisors
Massachusetts
$8.04K
CSPIA
762
Cary Street Partners Investment Advisory
Virginia
$7.08K
WAG
763
Wilkerson Advisory Group
Missouri
$6.92K
WIM
764
Westside Investment Management
California
$6.84K
TCOV
765
Trust Company of Vermont
Vermont
$3.39K
TC
766
Trust Company
Kansas
$2.62K
WAS
767
Winch Advisory Services
Wisconsin
$2.61K
PWA
768
Physician Wealth Advisors
Utah
$2.14K
AIC
769
Archer Investment Corporation
Indiana
$2.08K
NEWAS
770
N.E.W. Advisory Services
Wisconsin
$1.85K
Qube Research & Technologies (QRT)
771
Qube Research & Technologies (QRT)
United Kingdom
$1.19K
S
772
SignatureFD
Georgia
$60
PWAM
773
Private Wealth Asset Management
Iowa
$60
MSFS
774
Main Street Financial Solutions
Pennsylvania
MPCL
775
My Personal CFO LLC
Washington