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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
EWP
276
Elevation Wealth Partners
California
$2.44M
RPA
277
Redwood Park Advisors
California
$2.44M
TCM
278
TruNorth Capital Management
Michigan
$2.44M
AFA
279
Avant Financial Advisors
Texas
$2.42M
MFG
280
Merit Financial Group
Georgia
$2.34M
SEIA
281
Signature Estate & Investment Advisors
California
$2.33M
MT
282
Midwest Trust
Kansas
$2.29M
FC
283
Financial Consulate
Maryland
$2.27M
SCA
284
Strathmore Capital Advisors
North Carolina
$2.27M
GSF
285
Grove Street Fiduciary
New Hampshire
$2.21M
IAG
286
Investmark Advisory Group
Connecticut
$2.2M
MSFS
287
Main Street Financial Solutions
Pennsylvania
$2.2M
RWM
288
Rockwood Wealth Management
Pennsylvania
$2.15M
MA
289
Mutual Advisors
Nebraska
$2.15M
BA
290
Bridgewater Advisors
New York
$2.14M
RCAG
291
Rehmann Capital Advisory Group
Michigan
$2.11M
GJIA
292
Glass Jacobson Investment Advisors
Maryland
$2.07M
AHL
293
Abel Hall LLC
Louisiana
$2.07M
AAA
294
AG Asset Advisory
California
$2.03M
HIG
295
Heritage Investment Group
Florida
$1.92M
CFP
296
Cascade Financial Partners
California
$1.9M
QHA
297
Quarry Hill Advisors
Minnesota
$1.9M
HCM
298
Hutchinson Capital Management
California
$1.9M
FSWA
299
Financial Synergies Wealth Advisors
Texas
$1.88M
SA
300
Sanctuary Advisors
Indiana
$1.88M