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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
SC
301
Schubert & Co
Texas
$1.87M
PAG
302
Private Advisor Group
New Jersey
$1.85M
Natixis Advisors
303
Natixis Advisors
Massachusetts
$1.81M
NDWM
304
New Dimensions Wealth Management
Texas
$1.8M
LG
305
LAM Group
Oregon
$1.79M
CWM
306
Concentrum Wealth Management
California
$1.77M
RFP
307
Root Financial Partners
California
$1.76M
CG
308
Caprock Group
Idaho
$1.75M
AWM
309
Avior Wealth Management
Nebraska
$1.73M
PNC Financial Services Group
310
PNC Financial Services Group
Pennsylvania
$1.71M
BWP
311
Balboa Wealth Partners
Arizona
$1.68M
PPH
312
Pure Portfolios Holdings
Oregon
$1.65M
TNA
313
True North Advisors
Texas
$1.64M
VCM
314
Versant Capital Management
Arizona
$1.64M
SB
315
Strategic Blueprint
Georgia
$1.62M
PAG
316
Poinciana Advisors Group
Florida
$1.62M
CWM
317
CarsonAllaria Wealth Management
Illinois
$1.59M
VWM
318
Verus Wealth Management
Wisconsin
$1.57M
AA
319
Addison Advisors
Vermont
$1.55M
SPIA
320
Steward Partners Investment Advisory
New York
$1.53M
CRC
321
Curi RMB Capital
Illinois
$1.52M
TFA
322
Tobias Financial Advisors
Florida
$1.51M
2L
323
25 LLC
Missouri
$1.51M
FWMP
324
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.49M
MPCL
325
My Personal CFO LLC
Washington
$1.49M