Stock ownership · SEC 13F · Q4 2025

DIMENSIONAL U S TARGETED

Who owns DIMENSIONAL U S TARGETED (CUSIP 25434V609)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$2.2M
Reported value
3
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 3 institutions report $2.2M in DIMENSIONAL U S TARGETED positions, ownership that is dominated by its top few institutional owners.

3
institutions hold it
$2.2M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 25434V609 · Q4 2025 $2M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-FULL

  • VALUE-TRACE $2.2M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - DIMENSIONAL U S TARGETED's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of DIMENSIONAL U S TARGETED
  1. 1
    TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC $1.4M
  2. 2
    BDFS Capital LLC $677K
  3. 3
    Strategic Investment Solutions, Inc. /IL $48K

Top 3 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a DIMENSIONAL U S TARGETED position has risen from 1 to 3 over the last 8 quarters of 13F filings.

02468 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 3
Distinct 13F filers holding DIMENSIONAL U S TARGETED, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 24,022 $1.4M 66.4%
2 BDFS Capital LLC 11,377 $677K 31.4%
3 Strategic Investment Solutions, Inc. /IL 803 $48K 2.2%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among DIMENSIONAL U S TARGETED's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (3)

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC $1.4M
BDFS Capital LLC $677K
Strategic Investment Solutions, Inc. /IL $48K

Complete exits (7)

Asset Dedication, LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Keyes, Stange & Wooten Wealth Management, LLC exited
Ariadne Wealth Management, LP exited
Cherry Tree Wealth Management, LLC exited
CIBC Private Wealth Group LLC exited

Frequently Asked Questions

How many institutions hold DIMENSIONAL U S TARGETED?▼
DIMENSIONAL U S TARGETED is held by 3 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of DIMENSIONAL U S TARGETED?▼
Institutions report $2.2M of DIMENSIONAL U S TARGETED as of Q4 2025.
How concentrated is ownership of DIMENSIONAL U S TARGETED?▼
The top five institutional holders account for 100% of the reported institutional value in DIMENSIONAL U S TARGETED, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of DIMENSIONAL U S TARGETED?▼
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC is the largest reported holder of DIMENSIONAL U S TARGETED with $1.4M across 24,022 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.