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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
Pathstone Holdings
76
Pathstone Holdings
New Jersey
$24.2M
FG
77
Foster Group
Iowa
$23.9M
TWP
78
TFO Wealth Partners
Ohio
$23.6M
LFA
79
Lauterbach Financial Advisors
Texas
$23.6M
EWA
80
Exencial Wealth Advisors
Oklahoma
$22.7M
TFP
81
Triune Financial Partners
Kansas
$22.3M
MSWM
82
Master's Wealth Management
Pennsylvania
$21.6M
GWMT
83
Guardian Wealth Management (Tennessee)
Tennessee
$21.5M
Betterment LLC
84
Betterment LLC
New York
$21.3M
CL
85
Choreo LLC
Illinois
$21.3M
SWM
86
Sterling Wealth Management
Illinois
$20.8M
THL
87
Tillman Hartley LLC
Colorado
$20.6M
Financial Engines Advisors
88
Financial Engines Advisors
California
$20.4M
EH
89
Equitable Holdings
New York
$20.4M
VWA
90
Visionary Wealth Advisors
Illinois
$20.2M
DWM
91
Dopkins Wealth Management
New York
$19.8M
CFGA
92
Cambridge Financial Group (Arizona)
Arizona
$19.7M
KFG
93
Kelly Financial Group
Connecticut
$19.4M
KCA
94
Kilner Capital Advisors
Maryland
$19.3M
PA
95
Prism Advisors
California
$19.3M
RCI
96
RS Crum Inc
California
$19.2M
CPA
97
Cardiff Park Advisors
California
$18.2M
BGWM
98
Bridge Generations Wealth Management
Florida
$17.9M
LW
99
Libra Wealth
California
$17.8M
AQR Capital Management
100
AQR Capital Management
Connecticut
$17.6M