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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
SA
301
Sanctuary Advisors
Indiana
$1.88M +$100K +1,763 +6%
ATI
302
ARK & TLK Investments
Oklahoma
$1.88M -$717K -12,583 -28%
SC
303
Schubert & Co
Texas
$1.87M +$3.3K +58 +0.2%
PAG
304
Private Advisor Group
New Jersey
$1.85M -$52K -913 -3%
Natixis Advisors
305
Natixis Advisors
Massachusetts
$1.81M +$443K +7,779 +33%
NDWM
306
New Dimensions Wealth Management
Texas
$1.8M -$3.93K -69 -0.2%
LG
307
LAM Group
Oregon
$1.79M +$7.29K +128 +0.4%
CWM
308
Concentrum Wealth Management
California
$1.77M -$859K -15,081 -33%
RFP
309
Root Financial Partners
California
$1.76M +$104K +1,826 +6%
CG
310
Caprock Group
Idaho
$1.75M +$1.69M +29,690 New
AWM
311
Avior Wealth Management
Nebraska
$1.73M +$1.71K +30 +0.1%
PNC Financial Services Group
312
PNC Financial Services Group
Pennsylvania
$1.71M -$18.1K -318 -1%
BWP
313
Balboa Wealth Partners
Arizona
$1.68M -$15K -263 -0.9%
PPH
314
Pure Portfolios Holdings
Oregon
$1.65M +$51.2K +899 +3%
TNA
315
True North Advisors
Texas
$1.64M
VCM
316
Versant Capital Management
Arizona
$1.64M -$2.05K -36 -0.1%
SB
317
Strategic Blueprint
Georgia
$1.62M +$221K +3,877 +16%
PAG
318
Poinciana Advisors Group
Florida
$1.62M -$19.5K -342 -1%
CWM
319
CarsonAllaria Wealth Management
Illinois
$1.59M +$1.37K +24 +0.1%
VWM
320
Verus Wealth Management
Wisconsin
$1.57M -$31.3K -550 -2%
AA
321
Addison Advisors
Vermont
$1.55M -$162K -2,842 -10%
SPIA
322
Steward Partners Investment Advisory
New York
$1.53M -$26.7K -469 -2%
CRC
323
Curi RMB Capital
Illinois
$1.52M +$4.16K +73 +0.3%
TFA
324
Tobias Financial Advisors
Florida
$1.51M -$2.11K -37 -0.1%
2L
325
25 LLC
Missouri
$1.51M +$3.93K +69 +0.3%