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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
EWM
776
Evermay Wealth Management
Virginia
$10.1K
TC
777
Truvestments Capital
Florida
$9.71K +$58 +1 +0.6%
1IA
778
1620 Investment Advisors
Massachusetts
$8.04K +$7.88K +135 New
CSPIA
779
Cary Street Partners Investment Advisory
Virginia
$7.08K +$6.94K +119 New
WAG
780
Wilkerson Advisory Group
Missouri
$6.92K +$6.77K +116 New
WIM
781
Westside Investment Management
California
$6.84K
TCOV
782
Trust Company of Vermont
Vermont
$3.39K
TC
783
Trust Company
Kansas
$2.62K +$2.57K +44 New
WAS
784
Winch Advisory Services
Wisconsin
$2.61K
PWA
785
Physician Wealth Advisors
Utah
$2.14K
AIC
786
Archer Investment Corporation
Indiana
$2.08K
NEWAS
787
N.E.W. Advisory Services
Wisconsin
$1.85K
Qube Research & Technologies (QRT)
788
Qube Research & Technologies (QRT)
United Kingdom
$1.19K +$1.17K +20 New
S
789
SignatureFD
Georgia
$60 -$93.8K -1,608 -100%
PWAM
790
Private Wealth Asset Management
Iowa
$60 -$58.8K -1,008 -100%
MSFS
791
Main Street Financial Solutions
Pennsylvania
-$2.2M -37,739 Closed
MPCL
792
My Personal CFO LLC
Washington
-$1.49M -25,679 Closed
PPWM
793
PFG Private Wealth Management
Florida
-$1.11M -19,137 Closed
BJL
794
Brighton Jones LLC
Washington
-$595K -10,221 Closed
PCA
795
Prosperity Capital Advisors
Ohio
-$364K -6,261 Closed
TRCT
796
Tower Research Capital (TRC)
New York
-$352K -6,040 Closed
SWM
797
Silverlake Wealth Management
Vermont
-$311K -5,349 Closed
TSS
798
Two Sigma Securities
New York
-$265K -4,552 Closed
SCM
799
SCS Capital Management
Massachusetts
-$259K -4,457 Closed
CSIC
800
Clifford Swan Investment Counsel
California
-$245K -4,204 Closed