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