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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
W
201
WorthPointe
California
$5.92M +$2.94M +50,459 +103%
FJWM
202
Ferguson Johnson Wealth Management
Maryland
$5.85M +$5.73M +98,240 New
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$5.76M +$2.67M +45,685 +90%
BDWCC
204
B&D White Capital Company
Texas
$5.73M +$5.06M +86,798 +921%
CA
205
Claris Advisors
Missouri
$5.58M +$28.5K +489 +0.5%
VF
206
Vestment Financial
Minnesota
$5.55M -$115K -1,968 -2%
GA
207
Greenspring Advisors
Maryland
$5.52M +$4.91M +84,124 +984%
SFP
208
SwitchPoint Financial Planning
Utah
$5.48M -$34.3K -588 -0.6%
GMA
209
Glassy Mountain Advisors
Maryland
$5.4M +$8.69K +149 +0.2%
MWA
210
Mills Wealth Advisors
Texas
$5.4M +$366K +6,272 +7%
CTWM
211
Cherry Tree Wealth Management
Minnesota
$5.39M -$34.7K -595 -0.7%
CWA
212
CogentBlue Wealth Advisors
Tennessee
$5.39M -$179K -3,075 -3%
GC
213
Gibson Capital
Pennsylvania
$5.38M +$8.75K +150 +0.2%
NA
214
NewEdge Advisors
Louisiana
$5.37M -$643K -11,022 -11%
RLIM
215
Red Lighthouse Investment Management
New York
$5.32M -$31.3K -537 -0.6%
AWM
216
Axxcess Wealth Management
California
$5.29M +$1.76M +30,099 +51%
CA
217
Clune & Associates
Illinois
$5.28M +$895K +15,343 +21%
QFPS
218
Quantum Financial Planning Services
Washington
$5.25M +$614K +10,531 +14%
WAM
219
Weinberger Asset Management
California
$5.16M +$265K +4,540 +6%
BFA
220
Bragg Financial Advisors
North Carolina
$5.09M -$217K -3,718 -4%
1WM
221
1900 Wealth Management
Texas
$5.06M -$53.5K -917 -1%
LWM
222
Lionshead Wealth Management
New York
$5.03M +$462K +7,913 +10%
WWM
223
Westwood Wealth Management
California
$5.03M +$4.93M +84,545 New
SIM
224
Studio Investment Management
Illinois
$5.03M +$392K +6,718 +9%
PWIA
225
Porter White Investment Advisors
Alabama
$5.03M -$875 -15 -0%