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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
Creative Planning
1
Creative Planning
Kansas
$816M -$11.6M -199,390 -1%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$791M +$2.38M +40,703 +0.3%
FFM
3
Forum Financial Management
Illinois
$608M +$26.5M +454,334 +5%
IFA
4
Index Fund Advisors
California
$384M -$4.54M -77,874 -1%
Corient Private Wealth
5
Corient Private Wealth
Florida
$324M +$266M +4,559,355 +516%
PFA
6
Pure Financial Advisors
California
$317M +$21.7M +371,114 +7%
FPAS
7
Focus Partners Advisor Solutions
Missouri
$315M +$53.7M +919,456 +21%
SC
8
Savant Capital
Illinois
$288M +$2.06M +35,221 +0.7%
EWA
9
EP Wealth Advisors
California
$249M +$244M +4,183,471 New
AF
10
Align Financial
Minnesota
$199M +$11.6M +198,983 New
JTWM
11
Jackson Thornton Wealth Management
Alabama
$175M -$121K -2,072 -0.1%
ADL
12
Asset Dedication LLC
California
$155M +$5.08M +87,070 +3%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$124M -$5.87M -100,520 -5%
HighTower Advisors
14
HighTower Advisors
Illinois
$110M -$1.29M -22,024 -1%
TCOTS
15
Trust Company of the South
North Carolina
$108M +$2.43M +41,665 +2%
Raymond James Financial
16
Raymond James Financial
Florida
$106M +$5.39M +92,290 +5%
AC
17
Apella Capital
Connecticut
$98.2M -$369K -6,330 -0.4%
TI
18
Truepoint Inc
Ohio
$89.6M -$1.13M -19,354 -1%
CPA
19
Capital Performance Advisors
California
$86.8M +$41.5M +710,659 +95%
PL
20
Plancorp LLC
Missouri
$85.7M -$2.41M -41,221 -3%
SAM
21
Smartleaf Asset Management
Massachusetts
$85.4M +$81.9M +1,403,940 +8,960%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$84.8M -$3.39M -58,151 -4%
GOCP
23
Great Oak Capital Partners
Massachusetts
$83.9M +$427K +7,326 +0.5%
AWP
24
Abacus Wealth Partners
California
$81.4M -$4.36M -74,787 -5%
SFA
25
Sequoia Financial Advisors
Ohio
$79.8M +$2.6M +44,552 +3%