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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
FIM
251
Freedom Investment Management
Connecticut
$3.23M
MGIA
252
Moneta Group Investment Advisors
Missouri
$3.19M
XPN
253
XY Planning Network
Montana
$3.07M
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$2.97M
W
255
WorthPointe
California
$2.85M
RA
256
RFG Advisory
Alabama
$2.85M
CAM
257
Cresset Asset Management
Illinois
$2.84M
IWC
258
Integrated Wealth Concepts
Massachusetts
$2.83M
MFC
259
Morris Financial Concepts
South Carolina
$2.78M
AC
260
Applied Capital
Arkansas
$2.71M
DWA
261
Delap Wealth Advisory
Oregon
$2.7M
AWM
262
Aegis Wealth Management
Maryland
$2.7M
WRPWM
263
Werba Rubin Papier Wealth Management
California
$2.68M
US Bancorp
264
US Bancorp
Minnesota
$2.68M
SCM
265
SOL Capital Management
Maryland
$2.67M
SF
266
Strategent Financial
Virginia
$2.66M
TWD
267
True Wealth Design
Ohio
$2.62M
CAC
268
Certified Advisory Corp
Florida
$2.61M
AWA
269
Arkadios Wealth Advisors
Georgia
$2.61M
SPC
270
Sigma Planning Corp
Michigan
$2.56M
BI
271
Beckerman Institutional
New Jersey
$2.52M
AWP
272
Astra Wealth Partners
New Jersey
$2.51M
OFO
273
OneAscent Family Office
Alabama
$2.48M
Ameriprise
274
Ameriprise
Minnesota
$2.48M
EWP
275
Elevation Wealth Partners
California
$2.44M