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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
O3W
151
Omni 360 Wealth
New Jersey
$9.7M +$565K +9,685 +7%
NEPWA
152
New England Private Wealth Advisors
Massachusetts
$9.38M -$1.11M -18,978 -11%
AAM
153
Austin Asset Management
Texas
$9.33M -$173K -2,970 -2%
VA
154
Veratis Advisors
North Carolina
$9.16M +$9.73M +166,704 New
LFGO
155
Legacy Financial Group (Oklahoma)
Oklahoma
$9.16M -$215K -3,679 -2%
LFS
156
Lutz Financial Services
Nebraska
$9.07M +$753K +12,910 +9%
RFC
157
Regions Financial Corp
Alabama
$9M -$28.2K -484 -0.3%
MG
158
Mather Group
Illinois
$8.95M -$1.71M -29,287 -16%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$8.87M -$18.7K -320 -0.2%
VF
160
Vawter Financial
Ohio
$8.87M -$53.9K -924 -0.6%
PFA
161
Pillar Financial Advisors
Kentucky
$8.87M -$292K -5,011 -3%
MCWS
162
McKinley Carter Wealth Services
West Virginia
$8.74M -$1.47M -25,113 -15%
AIS
163
American Investment Services
Massachusetts
$8.66M +$3.62K +62 +0%
BlackRock
164
BlackRock
New York
$8.62M +$2.88M +49,403 +52%
PWMG
165
Pioneer Wealth Management Group
Texas
$8.58M +$449K +7,702 +6%
JWS
166
Juncture Wealth Strategies
Arizona
$8.46M +$33.8K +580 +0.4%
GCA
167
Gradient Capital Advisors
California
$8.37M +$10.7K +183 +0.1%
TCRG
168
Twin Cities Retirement Group
Minnesota
$8.17M +$8.01M +137,261 New
LWM
169
Liberty Wealth Management
California
$8.15M -$178K -3,048 -2%
SIS
170
Strategic Investment Solutions
Illinois
$8.12M +$539K +9,239 +7%
DPW
171
DiNuzzo Private Wealth
Pennsylvania
$8.05M -$110K -1,893 -1%
SC
172
Scratch Capital
Idaho
$7.86M -$19K -326 -0.2%
ZF
173
Zhang Financial
Michigan
$7.85M +$6.42M +109,956 +503%
SCM
174
SB Capital Management
California
$7.75M +$7.6M +130,198 New
SWP
175
Stratos Wealth Partners
Ohio
$7.64M +$1.01M +17,226 +16%