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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
W
101
WPWealth
Texas
$17.6M
BWA
102
BlueSky Wealth Advisors
North Carolina
$17.6M
BPA
103
Beacon Pointe Advisors
California
$17.6M
AUB
104
Atlantic Union Bankshares
Virginia
$17.5M
ACM
105
Aspen Capital Management
Idaho
$17.4M
RLWM
106
RF&L Wealth Management
Massachusetts
$17.4M
EA
107
Eclectic Associates
California
$17.3M
KSWWM
108
Keyes Stange & Wooten Wealth Management
Florida
$17.3M
Truist Financial
109
Truist Financial
North Carolina
$17.3M
MWM
110
McMill Wealth Management
Nebraska
$16.6M
TPW
111
Tiller Private Wealth
Pennsylvania
$16.1M
QFA
112
Quantum Financial Advisors
California
$15.3M
MAM
113
McLean Asset Management
Virginia
$14.7M
Two Sigma Investments
114
Two Sigma Investments
New York
$14.5M
AFG
115
Altiora Financial Group
Ohio
$14.1M
Morgan Stanley
116
Morgan Stanley
New York
$14M
GCM
117
Graver Capital Management
Ohio
$13.9M
PFS
118
Professional Financial Solutions
Virginia
$13.7M
LFG
119
Larson Financial Group
Missouri
$13.7M
PAS
120
Park Avenue Securities
New York
$13.7M
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$13.5M
FFA
122
Farther Finance Advisors
California
$13.5M
OFP
123
OLIO Financial Planning
Virginia
$13.5M
JWM
124
JDH Wealth Management
California
$13.5M
NWM
125
Navigoe Wealth Management
California
$13.4M