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Dimensional US Targeted Value ETF

724 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, 275 increasing their positions, 242 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
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
MPCL
326
My Personal CFO LLC
Washington
$1.49M
TIAM2
327
Tru Independence Asset Management 2
Oregon
$1.49M
Fidelity Investments
328
Fidelity Investments
Massachusetts
$1.49M
RB
329
Renasant Bank
Mississippi
$1.47M
IA
330
IFG Advisors
Missouri
$1.43M
VAM
331
Virtue Asset Management
Illinois
$1.41M
WFA
332
Websterrogers Financial Advisors
South Carolina
$1.39M
MWP
333
Meredith Wealth Planning
Illinois
$1.38M
OSAM
334
O'Shaughnessy Asset Management
Connecticut
$1.38M
NWP
335
NerdWallet Wealth Partners
New York
$1.37M
BAM
336
BOS Asset Management
Illinois
$1.35M
W
337
WealthCollab
Washington
$1.34M
SAG
338
SageView Advisory Group
California
$1.33M
PCIA
339
Prime Capital Investment Advisors
Kansas
$1.32M
MWM
340
Melfa Wealth Management
Massachusetts
$1.31M
IPWA
341
International Private Wealth Advisors
California
$1.29M
KF
342
Krilogy Financial
Missouri
$1.28M
ZF
343
Zhang Financial
Michigan
$1.27M
Bessemer Group
344
Bessemer Group
New Jersey
$1.26M
BW
345
BIP Wealth
Georgia
$1.26M
KWA
346
Kondo Wealth Advisors
California
$1.26M
MWPCG
347
Measured Wealth Private Client Group
New Hampshire
$1.22M
CAM
348
Clark Asset Management
New Hampshire
$1.2M
Bank of Montreal
349
Bank of Montreal
Ontario, Canada
$1.19M
LKBC
350
L.K. Benson & Company
Maryland
$1.17M