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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
NWM
126
Navigoe Wealth Management
California
$13.4M -$13.9K -239 -0.1%
HWA
127
HMV Wealth Advisors
Louisiana
$13.4M -$21.3K -365 -0.2%
ALWM
128
Andrews Lucia Wealth Management
California
$13.3M -$1.19M -20,315 -8%
WMN
129
Wealth Management Nebraska
Nebraska
$12.9M -$8.34K -143 -0.1%
SWA
130
ShankerValleau Wealth Advisors
Illinois
$12.7M -$30.1K -515 -0.2%
RWM
131
Ruedi Wealth Management
Illinois
$12.4M -$528K -9,048 -4%
MML Investors Services
132
MML Investors Services
Massachusetts
$12.4M +$2.42M +41,506 +25%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$12.4M +$3.09M +52,874 +34%
CWMA
134
Capstone Wealth Management (Alabama)
Alabama
$12.1M -$183K -3,141 -2%
VPWA
135
Vestia Personal Wealth Advisors
Indiana
$12M -$48.3K -827 -0.4%
FFG
136
Fiduciary Financial Group
California
$12M +$263K +4,510 +2%
MFT
137
Moisand Fitzgerald Tamayo
Florida
$11.6M -$238K -4,077 -2%
DADC
138
D.A. Davidson & Co
Montana
$11.5M +$2.63M +45,106 +31%
MWM
139
Mission Wealth Management
California
$11.4M +$3.36M +57,570 +43%
AL
140
Aspiriant LLC
California
$11.4M -$40.9K -701 -0.4%
CPW
141
Crestmont Private Wealth
Texas
$11.3M -$3.33K -57 -0%
Osaic Holdings
142
Osaic Holdings
Arizona
$11.1M -$750K -12,848 -6%
PS
143
Pinney & Scofield
Massachusetts
$10.8M -$198K -3,400 -2%
RSWM
144
Robertson Stephens Wealth Management
California
$10.5M -$9.04K -155 -0.1%
SWM
145
Spire Wealth Management
Virginia
$10.5M +$308K +5,273 +3%
BTWM
146
Baker Tilly Wealth Management
Wisconsin
$10.3M -$10.3M -176,858 -51%
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$9.97M +$342K +5,867 +4%
EA
148
Efficient Advisors
Ohio
$9.84M +$1.19M +20,365 +14%
DI
149
Disciplined Investments
Oklahoma
$9.77M +$484K +8,298 +5%
VW
150
Vance Wealth
California
$9.76M +$366K +6,278 +4%