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Dimensional US Targeted Value ETF

724 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, 275 increasing their positions, 242 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
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
AFG
251
Atomi Financial Group
New York
$3.28M
OIA
252
OneDigital Investment Advisors
Kansas
$3.26M
FIM
253
Freedom Investment Management
Connecticut
$3.23M
MGIA
254
Moneta Group Investment Advisors
Missouri
$3.19M
XPN
255
XY Planning Network
Montana
$3.07M
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$2.97M
W
257
WorthPointe
California
$2.85M
RA
258
RFG Advisory
Alabama
$2.85M
IWC
259
Integrated Wealth Concepts
Massachusetts
$2.83M
MFC
260
Morris Financial Concepts
South Carolina
$2.78M
AC
261
Applied Capital
Arkansas
$2.71M
DWA
262
Delap Wealth Advisory
Oregon
$2.7M
AWMM
263
Aegis Wealth Management (Maryland)
Maryland
$2.7M
WRPWM
264
Werba Rubin Papier Wealth Management
California
$2.68M
US Bancorp
265
US Bancorp
Minnesota
$2.68M
SCM
266
SOL Capital Management
Maryland
$2.67M
SF
267
Strategent Financial
Virginia
$2.66M
TWD
268
True Wealth Design
Ohio
$2.62M
CAC
269
Certified Advisory Corp
Florida
$2.61M
AWA
270
Arkadios Wealth Advisors
Georgia
$2.61M
SPC
271
Sigma Planning Corp
Michigan
$2.56M
BI
272
Beckerman Institutional
New Jersey
$2.52M
AWP
273
Astra Wealth Partners
New Jersey
$2.51M
OFO
274
OneAscent Family Office
Alabama
$2.48M
Ameriprise
275
Ameriprise
Minnesota
$2.48M