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Dimensional US Targeted Value ETF

715 hedge funds and large institutions have $8.8B invested in Dimensional US Targeted Value ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 267 increasing their positions, 241 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
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
$810M
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$771M
FFM
3
Forum Financial Management
Illinois
$568M
IFA
4
Index Fund Advisors
California
$380M
SC
5
Savant Capital
Illinois
$290M
PFA
6
Pure Financial Advisors
California
$289M
FPAS
7
Focus Partners Advisor Solutions
Missouri
$254M
JTWM
8
Jackson Thornton Wealth Management
Alabama
$166M
ADL
9
Asset Dedication LLC
California
$146M
WCWM
10
Willow Creek Wealth Management
California
$125M
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$123M
HighTower Advisors
12
HighTower Advisors
Illinois
$109M
TCOTS
13
Trust Company of the South
North Carolina
$104M
Raymond James Financial
14
Raymond James Financial
Florida
$98.2M
AC
15
Apella Capital
Connecticut
$93.7M
TI
16
Truepoint Inc
Ohio
$88.7M
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$86.3M
PL
18
Plancorp LLC
Missouri
$86.2M
AWP
19
Abacus Wealth Partners
California
$83.9M
GOCP
20
Great Oak Capital Partners
Massachusetts
$81.2M
SFA
21
Sequoia Financial Advisors
Ohio
$75.4M
Bank of America
22
Bank of America
North Carolina
$70.9M
LPL Financial
23
LPL Financial
California
$70.4M
PFG
24
Premier Financial Group
California
$67.6M
AC
25
Annandale Capital
Texas
$66M