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Dimensional US Targeted Value ETF

729 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, 278 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: 278 | Existing positions reduced: 243

2% more funds holding

Funds holding: 716729 (+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
729
Holders Change
+13
Holders Change %
+1.82%
% of All Funds
9.57%
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
278
Reduced
243
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWMP
326
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.49M -$40.4K -709 -3%
MPCL
327
My Personal CFO LLC
Washington
$1.49M +$1.46M +25,679 New
TIAM2
328
Tru Independence Asset Management 2
Oregon
$1.49M +$627 +11 +0%
Fidelity Investments
329
Fidelity Investments
Massachusetts
$1.49M +$147K +2,589 +11%
RB
330
Renasant Bank
Mississippi
$1.47M
IA
331
IFG Advisors
Missouri
$1.43M -$88.6K -1,555 -6%
VAM
332
Virtue Asset Management
Illinois
$1.41M +$1.38M +24,142 New
WFA
333
Websterrogers Financial Advisors
South Carolina
$1.39M -$45.7K -803 -3%
MWP
334
Meredith Wealth Planning
Illinois
$1.38M -$3.59K -63 -0.3%
OSAM
335
O'Shaughnessy Asset Management
Connecticut
$1.38M +$149K +2,618 +12%
NWP
336
NerdWallet Wealth Partners
New York
$1.37M +$1.34M +23,466 New
BAM
337
BOS Asset Management
Illinois
$1.35M +$53.7K +943 +4%
W
338
WealthCollab
Washington
$1.34M
SAG
339
SageView Advisory Group
California
$1.33M +$485K +8,507 +59%
PCIA
340
Prime Capital Investment Advisors
Kansas
$1.32M
MWM
341
Melfa Wealth Management
Massachusetts
$1.31M +$6.15K +108 +0.5%
IPWA
342
International Private Wealth Advisors
California
$1.29M +$1.26M +22,139 New
KF
343
Krilogy Financial
Missouri
$1.28M +$263K +4,622 +26%
ZF
344
Zhang Financial
Michigan
$1.27M -$43.1K -756 -3%
Bessemer Group
345
Bessemer Group
New Jersey
$1.26M
BW
346
BIP Wealth
Georgia
$1.26M +$371K +6,518 +43%
KWA
347
Kondo Wealth Advisors
California
$1.26M -$7.86K -138 -0.6%
MWPCG
348
Measured Wealth Private Client Group
New Hampshire
$1.22M -$47.6K -835 -4%
CAM
349
Clark Asset Management
New Hampshire
$1.2M +$740 +13 +0.1%
Bank of Montreal
350
Bank of Montreal
Ontario, Canada
$1.19M -$46.9K -823 -4%