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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
Ameriprise
276
Ameriprise
Minnesota
$2.48M +$151K +2,644 +7%
EWP
277
Elevation Wealth Partners
California
$2.44M +$163K +2,859 +7%
RPA
278
Redwood Park Advisors
California
$2.44M +$110K +1,932 +5%
TCM
279
TruNorth Capital Management
Michigan
$2.44M
AFA
280
Avant Financial Advisors
Texas
$2.42M -$20.3K -356 -0.8%
MFG
281
Merit Financial Group
Georgia
$2.34M +$877K +15,397 +62%
SEIA
282
Signature Estate & Investment Advisors
California
$2.33M +$692K +12,144 +44%
MT
283
Midwest Trust
Kansas
$2.29M +$9.34K +164 +0.4%
FC
284
Financial Consulate
Maryland
$2.27M -$1.44M -25,279 -39%
SCA
285
Strathmore Capital Advisors
North Carolina
$2.27M -$231K -4,060 -9%
GSF
286
Grove Street Fiduciary
New Hampshire
$2.21M -$158K -2,779 -7%
IAG
287
Investmark Advisory Group
Connecticut
$2.2M -$180K -3,153 -8%
MSFS
288
Main Street Financial Solutions
Pennsylvania
$2.2M -$240K -4,213 -10%
RWM
289
Rockwood Wealth Management
Pennsylvania
$2.15M +$514K +9,020 +32%
MA
290
Mutual Advisors
Nebraska
$2.15M +$14.6K +256 +0.7%
BA
291
Bridgewater Advisors
New York
$2.14M
RCAG
292
Rehmann Capital Advisory Group
Michigan
$2.11M +$33.8K +594 +2%
GJIA
293
Glass Jacobson Investment Advisors
Maryland
$2.07M -$48.7K -855 -2%
AHL
294
Abel Hall LLC
Louisiana
$2.07M -$14.8K -259 -0.7%
AAA
295
AG Asset Advisory
California
$2.03M -$675K -11,853 -25%
HIG
296
Heritage Investment Group
Florida
$1.92M -$7.75K -136 -0.4%
CFP
297
Cascade Financial Partners
California
$1.9M -$144K -2,523 -7%
QHA
298
Quarry Hill Advisors
Minnesota
$1.9M -$9.06K -159 -0.5%
HCM
299
Hutchinson Capital Management
California
$1.9M +$124K +2,173 +7%
FSWA
300
Financial Synergies Wealth Advisors
Texas
$1.88M -$16.9K -296 -0.9%