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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
ACG
76
Allen Capital Group
Nebraska
$24.3M +$569K +9,749 +2%
Pathstone Holdings
77
Pathstone Holdings
New Jersey
$24.2M +$3.61M +61,899 +18%
FG
78
Foster Group
Iowa
$23.9M -$1.33M -22,864 -5%
TWP
79
TFO Wealth Partners
Ohio
$23.6M +$883K +15,141 +4%
LFA
80
Lauterbach Financial Advisors
Texas
$23.6M -$92.4K -1,584 -0.4%
EWA
81
Exencial Wealth Advisors
Oklahoma
$22.7M -$713K -12,225 -3%
TFP
82
Triune Financial Partners
Kansas
$22.3M +$212K +3,628 +1%
MSWM
83
Master's Wealth Management
Pennsylvania
$21.6M +$1.8M +30,810 +9%
GWMT
84
Guardian Wealth Management (Tennessee)
Tennessee
$21.5M +$21.1M +361,753 New
Betterment LLC
85
Betterment LLC
New York
$21.3M -$46.4K -796 -0.2%
CL
86
Choreo LLC
Illinois
$21.3M -$370K -6,338 -2%
SWM
87
Sterling Wealth Management
Illinois
$20.8M +$1.63M +27,852 +9%
THL
88
Tillman Hartley LLC
Colorado
$20.6M -$107K -1,842 -0.5%
Financial Engines Advisors
89
Financial Engines Advisors
California
$20.4M -$157K -2,696 -0.8%
EH
90
Equitable Holdings
New York
$20.4M +$998K +17,102 +5%
VWA
91
Visionary Wealth Advisors
Illinois
$20.2M +$1.76M +30,171 +10%
DWM
92
Dopkins Wealth Management
New York
$19.8M -$169K -2,897 -0.9%
CFGA
93
Cambridge Financial Group (Arizona)
Arizona
$19.7M -$52.1K -893 -0.3%
KFG
94
Kelly Financial Group
Connecticut
$19.4M +$816K +13,984 +4%
KCA
95
Kilner Capital Advisors
Maryland
$19.3M +$19M +324,801 New
PA
96
Prism Advisors
California
$19.3M +$1.57M +26,857 +9%
RCI
97
RS Crum Inc
California
$19.2M +$371K +6,357 +2%
CPA
98
Cardiff Park Advisors
California
$18.2M -$1.22M -20,856 -6%
BGWM
99
Bridge Generations Wealth Management
Florida
$17.9M +$437K +7,494 +3%
LW
100
Libra Wealth
California
$17.8M -$65.1K -1,115 -0.4%