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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
EWA
226
Elevate Wealth Advisory
Georgia
$4.15M
ACP
227
Aviance Capital Partners
Florida
$4.15M
VPF
228
Vantage Point Financial
Illinois
$4.13M
LFA
229
Level Financial Advisors
New York
$4.12M
HIGP
230
Hill Investment Group Partners
Missouri
$4.11M
EWA
231
EverSource Wealth Advisors
Alabama
$4M
WKWM
232
Walter & Keenan Wealth Management
Indiana
$3.95M
IIM
233
InTrack Investment Management
Vermont
$3.92M
HWM
234
HB Wealth Management
Georgia
$3.88M
Susquehanna International Group
235
Susquehanna International Group
Pennsylvania
$3.72M
KA
236
Klingman & Associates
New York
$3.59M
TWP
237
Total Wealth Planning
Ohio
$3.58M
SP
238
Symmetry Partners
Connecticut
$3.56M
BFC
239
Bedel Financial Consulting
Indiana
$3.52M
FFO
240
Fortitude Family Office
Arizona
$3.51M
SDWIA
241
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.47M
AWM
242
Axxcess Wealth Management
California
$3.42M
LOPW
243
Live Oak Private Wealth
North Carolina
$3.36M
SW
244
Simplicity Wealth
New Jersey
$3.31M
SRWM
245
Shira Ridge Wealth Management
California
$3.3M
CW
246
Curio Wealth
Maryland
$3.3M
AFG
247
Atomi Financial Group
New York
$3.28M
OIA
248
OneDigital Investment Advisors
Kansas
$3.26M
FIM
249
Freedom Investment Management
Connecticut
$3.23M
MGIA
250
Moneta Group Investment Advisors
Missouri
$3.19M