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Dimensional US Targeted Value ETF

722 hedge funds and large institutions have $8.87B invested in Dimensional US Targeted Value ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 273 increasing their positions, 242 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
104
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
CIAS
226
CFS Investment Advisory Services
New Jersey
$4.19M
WA
227
Wealthstream Advisors
New York
$4.15M
EWA
228
Elevate Wealth Advisory
Georgia
$4.15M
ACP
229
Aviance Capital Partners
Florida
$4.15M
VPF
230
Vantage Point Financial
Illinois
$4.13M
LFA
231
Level Financial Advisors
New York
$4.12M
HIGP
232
Hill Investment Group Partners
Missouri
$4.11M
EWA
233
EverSource Wealth Advisors
Alabama
$4M
WKWM
234
Walter & Keenan Wealth Management
Indiana
$3.95M
IIM
235
InTrack Investment Management
Vermont
$3.92M
HWM
236
HB Wealth Management
Georgia
$3.88M
Susquehanna International Group
237
Susquehanna International Group
Pennsylvania
$3.72M
KA
238
Klingman & Associates
New York
$3.59M
TWP
239
Total Wealth Planning
Ohio
$3.58M
SP
240
Symmetry Partners
Connecticut
$3.56M
BFC
241
Bedel Financial Consulting
Indiana
$3.52M
FFO
242
Fortitude Family Office
Arizona
$3.51M
SDWIA
243
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.47M
AWM
244
Axxcess Wealth Management
California
$3.42M
LOPW
245
Live Oak Private Wealth
North Carolina
$3.36M
SW
246
Simplicity Wealth
New Jersey
$3.31M
SRWM
247
Shira Ridge Wealth Management
California
$3.3M
CW
248
Curio Wealth
Maryland
$3.3M
AFG
249
Atomi Financial Group
New York
$3.28M
OIA
250
OneDigital Investment Advisors
Kansas
$3.26M