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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
NEPWA
151
New England Private Wealth Advisors
Massachusetts
$9.38M
AAM
152
Austin Asset Management
Texas
$9.33M
VA
153
Veratis Advisors
North Carolina
$9.16M
LFGO
154
Legacy Financial Group (Oklahoma)
Oklahoma
$9.16M
LFS
155
Lutz Financial Services
Nebraska
$9.07M
RFC
156
Regions Financial Corp
Alabama
$9M
MG
157
Mather Group
Illinois
$8.95M
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$8.87M
VF
159
Vawter Financial
Ohio
$8.87M
PFA
160
Pillar Financial Advisors
Kentucky
$8.87M
MCWS
161
McKinley Carter Wealth Services
West Virginia
$8.74M
AIS
162
American Investment Services
Massachusetts
$8.66M
BlackRock
163
BlackRock
New York
$8.62M
PWMG
164
Pioneer Wealth Management Group
Texas
$8.58M
JWS
165
Juncture Wealth Strategies
Arizona
$8.46M
GCA
166
Gradient Capital Advisors
California
$8.37M
TCRG
167
Twin Cities Retirement Group
Minnesota
$8.17M
LWM
168
Liberty Wealth Management
California
$8.15M
SIS
169
Strategic Investment Solutions
Illinois
$8.12M
DPW
170
DiNuzzo Private Wealth
Pennsylvania
$8.05M
SC
171
Scratch Capital
Idaho
$7.86M
ZF
172
Zhang Financial
Michigan
$7.85M
SCM
173
SB Capital Management
California
$7.75M
SWP
174
Stratos Wealth Partners
Ohio
$7.64M
RK
175
Rather & Kittrell
Tennessee
$7.64M