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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
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$5.76M
BDWCC
202
B&D White Capital Company
Texas
$5.73M
CA
203
Claris Advisors
Missouri
$5.58M
VF
204
Vestment Financial
Minnesota
$5.55M
GA
205
Greenspring Advisors
Maryland
$5.52M
SFP
206
SwitchPoint Financial Planning
Utah
$5.48M
GMA
207
Glassy Mountain Advisors
Maryland
$5.4M
MWA
208
Mills Wealth Advisors
Texas
$5.4M
CTWM
209
Cherry Tree Wealth Management
Minnesota
$5.39M
CWA
210
CogentBlue Wealth Advisors
Tennessee
$5.39M
GC
211
Gibson Capital
Pennsylvania
$5.38M
NA
212
NewEdge Advisors
Louisiana
$5.37M
RLIM
213
Red Lighthouse Investment Management
New York
$5.32M
AWM
214
Axxcess Wealth Management
California
$5.29M
CA
215
Clune & Associates
Illinois
$5.28M
QFPS
216
Quantum Financial Planning Services
Washington
$5.25M
WAM
217
Weinberger Asset Management
California
$5.16M
BFA
218
Bragg Financial Advisors
North Carolina
$5.09M
1WM
219
1900 Wealth Management
Texas
$5.06M
LWM
220
Lionshead Wealth Management
New York
$5.03M
WWM
221
Westwood Wealth Management
California
$5.03M
SIM
222
Studio Investment Management
Illinois
$5.03M
PWIA
223
Porter White Investment Advisors
Alabama
$5.03M
PWM
224
Platform Wealth Management
Utah
$5.01M
MCA
225
Maryland Capital Advisors
Maryland
$4.99M