We are live on ! Find out more
DFAT icon

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
NRG
751
Nemes Rush Group
Michigan
$52.1K +$4.61K +79 +10%
IWP
752
IAG Wealth Partners
Wisconsin
$50.7K
TWM
753
Timmons Wealth Management
Massachusetts
$49.7K +$48.7K +834 New
RDFA
754
Ritter Daniher Financial Advisory
Ohio
$49.5K
BCWM
755
Bartlett & Co Wealth Management
Ohio
$44.6K
IFS
756
Intelligent Financial Strategies
Minnesota
$43.4K
ME
757
McIlrath & Eck
Washington
$42.8K -$29.5K -505 -41%
WP
758
WealthShield Partners
North Carolina
$42.4K
SC
759
Steph & Co
Wisconsin
$42.3K
FCG
760
Financial Connections Group
California
$40K
MWM
761
Mascoma Wealth Management
New Hampshire
$34.2K
CIBC Private Wealth Group
762
CIBC Private Wealth Group
Georgia
$33.2K -$5.72K -98 -15%
RF
763
Rossby Financial
Florida
$32.4K +$408 +7 +1%
PA
764
Parallel Advisors
California
$32.2K
SRCM
765
Signature Resources Capital Management
California
$30.2K
TCOT
766
Trust Company of Toledo
Ohio
$29.6K
CBT
767
CoreFirst Bank & Trust
Kansas
$26.4K
HWA
768
HHM Wealth Advisors
Tennessee
$23.6K
T
769
Transce3nd
Texas
$23.2K
UCB
770
United Community Bank
South Carolina
$22.4K
IF
771
Integrity Financial
Wyoming
$22K -$24.3K -417 -53%
CCMI
772
Creative Capital Management Investments
California
$21.2K
GCM
773
Gables Capital Management
Florida
$19K
SWIM
774
Smallwood Wealth Investment Management
New Jersey
$18.4K
PAI
775
Pittenger & Anderson Inc
Nebraska
$15.1K +$14.8K +253 New