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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
HWA
126
HMV Wealth Advisors
Louisiana
$13.4M
ALWM
127
Andrews Lucia Wealth Management
California
$13.3M
WMN
128
Wealth Management Nebraska
Nebraska
$12.9M
SWA
129
ShankerValleau Wealth Advisors
Illinois
$12.7M
RWM
130
Ruedi Wealth Management
Illinois
$12.4M
MML Investors Services
131
MML Investors Services
Massachusetts
$12.4M
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$12.4M
CWMA
133
Capstone Wealth Management (Alabama)
Alabama
$12.1M
VPWA
134
Vestia Personal Wealth Advisors
Indiana
$12M
FFG
135
Fiduciary Financial Group
California
$12M
MFT
136
Moisand Fitzgerald Tamayo
Florida
$11.6M
DADC
137
D.A. Davidson & Co
Montana
$11.5M
MWM
138
Mission Wealth Management
California
$11.4M
AL
139
Aspiriant LLC
California
$11.4M
CPW
140
Crestmont Private Wealth
Texas
$11.3M
Osaic Holdings
141
Osaic Holdings
Arizona
$11.1M
PS
142
Pinney & Scofield
Massachusetts
$10.8M
RSWM
143
Robertson Stephens Wealth Management
California
$10.5M
SWM
144
Spire Wealth Management
Virginia
$10.5M
BTWM
145
Baker Tilly Wealth Management
Wisconsin
$10.3M
Cambridge Investment Research Advisors
146
Cambridge Investment Research Advisors
Iowa
$9.97M
EA
147
Efficient Advisors
Ohio
$9.84M
DI
148
Disciplined Investments
Oklahoma
$9.77M
VW
149
Vance Wealth
California
$9.76M
O3W
150
Omni 360 Wealth
New Jersey
$9.7M