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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
CW
251
Curio Wealth
Maryland
$3.3M -$60.7K -1,066 -2%
AFG
252
Atomi Financial Group
New York
$3.28M -$333K -5,841 -9%
OIA
253
OneDigital Investment Advisors
Kansas
$3.26M -$193K -3,382 -6%
FIM
254
Freedom Investment Management
Connecticut
$3.23M -$63.9K -1,122 -2%
MGIA
255
Moneta Group Investment Advisors
Missouri
$3.19M +$202K +3,553 +7%
XPN
256
XY Planning Network
Montana
$3.07M
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$2.97M -$122K -2,138 -4%
W
258
WorthPointe
California
$2.85M +$9.17K +161 +0.3%
RA
259
RFG Advisory
Alabama
$2.85M -$184K -3,236 -6%
IWC
260
Integrated Wealth Concepts
Massachusetts
$2.83M +$1.04M +18,247 +60%
MFC
261
Morris Financial Concepts
South Carolina
$2.78M +$258K +4,537 +10%
AC
262
Applied Capital
Arkansas
$2.71M -$21K -369 -0.8%
DWA
263
Delap Wealth Advisory
Oregon
$2.7M -$9.57K -168 -0.4%
AWMM
264
Aegis Wealth Management (Maryland)
Maryland
$2.7M -$378K -6,642 -13%
WRPWM
265
Werba Rubin Papier Wealth Management
California
$2.68M +$65.2K +1,145 +3%
US Bancorp
266
US Bancorp
Minnesota
$2.68M -$47.4K -832 -2%
SCM
267
SOL Capital Management
Maryland
$2.67M
SF
268
Strategent Financial
Virginia
$2.66M +$79.4K +1,394 +3%
TWD
269
True Wealth Design
Ohio
$2.62M -$48.5K -851 -2%
CAC
270
Certified Advisory Corp
Florida
$2.61M +$78.5K +1,378 +3%
AWA
271
Arkadios Wealth Advisors
Georgia
$2.61M +$235K +4,119 +10%
SPC
272
Sigma Planning Corp
Michigan
$2.56M +$41.1K +722 +2%
BI
273
Beckerman Institutional
New Jersey
$2.52M +$118K +2,067 +5%
AWP
274
Astra Wealth Partners
New Jersey
$2.51M +$99K +1,739 +4%
OFO
275
OneAscent Family Office
Alabama
$2.48M