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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
AQR Capital Management
101
AQR Capital Management
Connecticut
$17.6M +$1.05M +17,956 +6%
W
102
WPWealth
Texas
$17.6M -$2.44M -41,855 -12%
BWA
103
BlueSky Wealth Advisors
North Carolina
$17.6M +$122K +2,095 +0.7%
BPA
104
Beacon Pointe Advisors
California
$17.6M +$5.62M +96,280 +48%
AUB
105
Atlantic Union Bankshares
Virginia
$17.5M -$598K -10,255 -3%
ACM
106
Aspen Capital Management
Idaho
$17.4M -$119K -2,040 -0.7%
RLWM
107
RF&L Wealth Management
Massachusetts
$17.4M +$97K +1,663 +0.6%
EA
108
Eclectic Associates
California
$17.3M +$5.23M +89,599 +45%
KSWWM
109
Keyes Stange & Wooten Wealth Management
Florida
$17.3M -$2.51K -43 -0%
Truist Financial
110
Truist Financial
North Carolina
$17.3M -$180K -3,077 -1%
MWM
111
McMill Wealth Management
Nebraska
$16.6M -$202K -3,463 -1%
TPW
112
Tiller Private Wealth
Pennsylvania
$16.1M +$989K +16,946 +7%
QFA
113
Quantum Financial Advisors
California
$15.3M -$366K -6,266 -2%
MAM
114
McLean Asset Management
Virginia
$14.7M -$302K -5,177 -2%
Two Sigma Investments
115
Two Sigma Investments
New York
$14.5M -$9.29M -159,200 -39%
AFG
116
Altiora Financial Group
Ohio
$14.1M -$98K -1,679 -0.7%
Morgan Stanley
117
Morgan Stanley
New York
$14M +$929K +15,920 +7%
GCM
118
Graver Capital Management
Ohio
$13.9M +$798K +13,682 +6%
PFS
119
Professional Financial Solutions
Virginia
$13.7M +$13.4M +230,359 New
LFG
120
Larson Financial Group
Missouri
$13.7M -$718K -12,298 -5%
PAS
121
Park Avenue Securities
New York
$13.7M +$1.47M +25,187 +12%
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$13.5M -$1.24M -21,335 -9%
FFA
123
Farther Finance Advisors
California
$13.5M +$4.71M +80,754 +55%
OFP
124
OLIO Financial Planning
Virginia
$13.5M +$874K +14,980 +7%
JWM
125
JDH Wealth Management
California
$13.5M +$13.2K +227 +0.1%