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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
Creative Planning
1
Creative Planning
Kansas
$816M
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$791M
FFM
3
Forum Financial Management
Illinois
$608M
IFA
4
Index Fund Advisors
California
$384M
PFA
5
Pure Financial Advisors
California
$317M
FPAS
6
Focus Partners Advisor Solutions
Missouri
$315M
SC
7
Savant Capital
Illinois
$288M
EWA
8
EP Wealth Advisors
California
$249M
AF
9
Align Financial
Minnesota
$199M
JTWM
10
Jackson Thornton Wealth Management
Alabama
$175M
Corient Private Wealth
11
Corient Private Wealth
Florida
$162M
ADL
12
Asset Dedication LLC
California
$155M
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$124M
HighTower Advisors
14
HighTower Advisors
Illinois
$110M
TCOTS
15
Trust Company of the South
North Carolina
$108M
Raymond James Financial
16
Raymond James Financial
Florida
$106M
AC
17
Apella Capital
Connecticut
$98.2M
TI
18
Truepoint Inc
Ohio
$89.6M
CPA
19
Capital Performance Advisors
California
$86.8M
PL
20
Plancorp LLC
Missouri
$85.7M
SAM
21
Smartleaf Asset Management
Massachusetts
$85.4M
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$84.8M
GOCP
23
Great Oak Capital Partners
Massachusetts
$83.9M
AWP
24
Abacus Wealth Partners
California
$81.4M
SFA
25
Sequoia Financial Advisors
Ohio
$79.8M