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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
IA
326
IFG Advisors
Missouri
$1.43M
VAM
327
Virtue Asset Management
Illinois
$1.41M
WFA
328
Websterrogers Financial Advisors
South Carolina
$1.39M
MWP
329
Meredith Wealth Planning
Illinois
$1.38M
OSAM
330
O'Shaughnessy Asset Management
Connecticut
$1.38M
NWP
331
NerdWallet Wealth Partners
New York
$1.37M
BAM
332
BOS Asset Management
Illinois
$1.35M
W
333
WealthCollab
Washington
$1.34M
SAG
334
SageView Advisory Group
California
$1.33M
PCIA
335
Prime Capital Investment Advisors
Kansas
$1.32M
MWM
336
Melfa Wealth Management
Massachusetts
$1.31M
IPWA
337
International Private Wealth Advisors
California
$1.29M
KF
338
Krilogy Financial
Missouri
$1.28M
ZF
339
Zhang Financial
Michigan
$1.27M
Bessemer Group
340
Bessemer Group
New Jersey
$1.26M
BW
341
BIP Wealth
Georgia
$1.26M
KWA
342
Kondo Wealth Advisors
California
$1.26M
MWPCG
343
Measured Wealth Private Client Group
New Hampshire
$1.22M
CAM
344
Clark Asset Management
New Hampshire
$1.2M
Bank of Montreal
345
Bank of Montreal
Ontario, Canada
$1.19M
LKBC
346
L.K. Benson & Company
Maryland
$1.17M
TIAA Trust, National Association
347
TIAA Trust, National Association
North Carolina
$1.17M
BSG
348
Black Swift Group
Colorado
$1.16M
IPW
349
Intergy Private Wealth
Colorado
$1.16M
LIWM
350
Long Island Wealth Management
New York
$1.15M