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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
XPN
251
XY Planning Network
Montana
$3.07M
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$2.97M
W
253
WorthPointe
California
$2.85M
RA
254
RFG Advisory
Alabama
$2.85M
CAM
255
Cresset Asset Management
Illinois
$2.84M
IWC
256
Integrated Wealth Concepts
Massachusetts
$2.83M
MFC
257
Morris Financial Concepts
South Carolina
$2.78M
AC
258
Applied Capital
Arkansas
$2.71M
DWA
259
Delap Wealth Advisory
Oregon
$2.7M
AWM
260
Aegis Wealth Management
Maryland
$2.7M
WRPWM
261
Werba Rubin Papier Wealth Management
California
$2.68M
US Bancorp
262
US Bancorp
Minnesota
$2.68M
SCM
263
SOL Capital Management
Maryland
$2.67M
SF
264
Strategent Financial
Virginia
$2.66M
TWD
265
True Wealth Design
Ohio
$2.62M
CAC
266
Certified Advisory Corp
Florida
$2.61M
AWA
267
Arkadios Wealth Advisors
Georgia
$2.61M
SPC
268
Sigma Planning Corp
Michigan
$2.56M
BI
269
Beckerman Institutional
New Jersey
$2.52M
AWP
270
Astra Wealth Partners
New Jersey
$2.51M
OFO
271
OneAscent Family Office
Alabama
$2.48M
Ameriprise
272
Ameriprise
Minnesota
$2.48M
EWP
273
Elevation Wealth Partners
California
$2.44M
RPA
274
Redwood Park Advisors
California
$2.44M
TCM
275
TruNorth Capital Management
Michigan
$2.44M