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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
NDWM
301
New Dimensions Wealth Management
Texas
$1.8M
LG
302
LAM Group
Oregon
$1.79M
CWM
303
Concentrum Wealth Management
California
$1.77M
RFP
304
Root Financial Partners
California
$1.76M
CG
305
Caprock Group
Idaho
$1.75M
AWM
306
Avior Wealth Management
Nebraska
$1.73M
PNC Financial Services Group
307
PNC Financial Services Group
Pennsylvania
$1.71M
BWP
308
Balboa Wealth Partners
Arizona
$1.68M
PPH
309
Pure Portfolios Holdings
Oregon
$1.65M
TNA
310
True North Advisors
Texas
$1.64M
VCM
311
Versant Capital Management
Arizona
$1.64M
SB
312
Strategic Blueprint
Georgia
$1.62M
PAG
313
Poinciana Advisors Group
Florida
$1.62M
CWM
314
CarsonAllaria Wealth Management
Illinois
$1.59M
VWM
315
Verus Wealth Management
Wisconsin
$1.57M
AA
316
Addison Advisors
Vermont
$1.55M
SPIA
317
Steward Partners Investment Advisory
New York
$1.53M
CRC
318
Curi RMB Capital
Illinois
$1.52M
TFA
319
Tobias Financial Advisors
Florida
$1.51M
2L
320
25 LLC
Missouri
$1.51M
FWMP
321
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.49M
MPCL
322
My Personal CFO LLC
Washington
$1.49M
TIAM2
323
Tru Independence Asset Management 2
Oregon
$1.49M
Fidelity Investments
324
Fidelity Investments
Massachusetts
$1.49M
RB
325
Renasant Bank
Mississippi
$1.47M