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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
AFA
276
Avant Financial Advisors
Texas
$2.42M
MFG
277
Merit Financial Group
Georgia
$2.34M
SEIA
278
Signature Estate & Investment Advisors
California
$2.33M
MT
279
Midwest Trust
Kansas
$2.29M
FC
280
Financial Consulate
Maryland
$2.27M
SCA
281
Strathmore Capital Advisors
North Carolina
$2.27M
GSF
282
Grove Street Fiduciary
New Hampshire
$2.21M
IAG
283
Investmark Advisory Group
Connecticut
$2.2M
MSFS
284
Main Street Financial Solutions
Pennsylvania
$2.2M
RWM
285
Rockwood Wealth Management
Pennsylvania
$2.15M
MA
286
Mutual Advisors
Nebraska
$2.15M
BA
287
Bridgewater Advisors
New York
$2.14M
RCAG
288
Rehmann Capital Advisory Group
Michigan
$2.11M
GJIA
289
Glass Jacobson Investment Advisors
Maryland
$2.07M
AHL
290
Abel Hall LLC
Louisiana
$2.07M
AAA
291
AG Asset Advisory
California
$2.03M
HIG
292
Heritage Investment Group
Florida
$1.92M
CFP
293
Cascade Financial Partners
California
$1.9M
QHA
294
Quarry Hill Advisors
Minnesota
$1.9M
HCM
295
Hutchinson Capital Management
California
$1.9M
FSWA
296
Financial Synergies Wealth Advisors
Texas
$1.88M
ATI
297
ARK & TLK Investments
Oklahoma
$1.88M
SC
298
Schubert & Co
Texas
$1.87M
PAG
299
Private Advisor Group
New Jersey
$1.85M
Natixis Advisors
300
Natixis Advisors
Massachusetts
$1.81M