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Dimensional US Targeted Value ETF

728 hedge funds and large institutions have $8.88B invested in Dimensional US Targeted Value ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 277 increasing their positions, 243 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

14% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 243

2% more funds holding

Funds holding: 715728 (+13)

4% more capital invested

Capital invested by funds: $8.5B → $8.88B (+$376M)

2% less funds holding in top 10

Funds holding in top 10: 106104 (-2)

3.49% less ownership

Funds ownership: 79.54%76.05% (-3.5%)

Holders
728
Holders Change
+13
Holders Change %
+1.82%
% of All Funds
9.56%
Holding in Top 10
104
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.89%
% of All Funds
1.37%
New
52
Increased
277
Reduced
243
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DPI
226
Diversified Portfolios Inc
Michigan
$4.23M +$5.3K +93 +0.1%
CIAS
227
CFS Investment Advisory Services
New Jersey
$4.19M -$720K -12,647 -15%
WA
228
Wealthstream Advisors
New York
$4.15M -$31.4K -552 -0.8%
EWA
229
Elevate Wealth Advisory
Georgia
$4.15M +$92.6K +1,626 +2%
ACP
230
Aviance Capital Partners
Florida
$4.15M +$85.4K +1,500 +2%
VPF
231
Vantage Point Financial
Illinois
$4.13M -$208K -3,652 -5%
LFA
232
Level Financial Advisors
New York
$4.12M +$35.2K +618 +0.9%
HIGP
233
Hill Investment Group Partners
Missouri
$4.11M -$72.1K -1,266 -2%
EWA
234
EverSource Wealth Advisors
Alabama
$4M -$2.51K -44 -0.1%
WKWM
235
Walter & Keenan Wealth Management
Indiana
$3.95M -$57.8K -1,014 -1%
IIM
236
InTrack Investment Management
Vermont
$3.92M +$177K +3,106 +5%
HWM
237
HB Wealth Management
Georgia
$3.88M +$3.19M +56,034 +531%
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
$3.72M +$2.95M +51,707 +426%
KA
239
Klingman & Associates
New York
$3.59M -$34.2K -600 -1%
TWP
240
Total Wealth Planning
Ohio
$3.58M -$24.4K -428 -0.7%
SP
241
Symmetry Partners
Connecticut
$3.56M +$74.8K +1,314 +2%
BEW
242
Burton Enright Welch
California
$3.54M +$71.8K +1,260 +2%
BFC
243
Bedel Financial Consulting
Indiana
$3.52M +$580K +10,180 +20%
FFO
244
Fortitude Family Office
Arizona
$3.51M +$731K +12,836 +27%
SDWIA
245
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.47M -$16.3K -287 -0.5%
AWM
246
Axxcess Wealth Management
California
$3.42M +$174K +3,058 +5%
LOPW
247
Live Oak Private Wealth
North Carolina
$3.36M
CAM
248
Cresset Asset Management
Illinois
$3.34M +$482K +8,471 +17%
SW
249
Simplicity Wealth
New Jersey
$3.31M -$3.5M -61,411 -52%
SRWM
250
Shira Ridge Wealth Management
California
$3.3M -$3.87K -68 -0.1%