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Dimensional US Targeted Value ETF

722 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, 273 increasing their positions, 242 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
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
TIAM2
326
Tru Independence Asset Management 2
Oregon
$1.49M
Fidelity Investments
327
Fidelity Investments
Massachusetts
$1.49M
RB
328
Renasant Bank
Mississippi
$1.47M
IA
329
IFG Advisors
Missouri
$1.43M
VAM
330
Virtue Asset Management
Illinois
$1.41M
WFA
331
Websterrogers Financial Advisors
South Carolina
$1.39M
MWP
332
Meredith Wealth Planning
Illinois
$1.38M
OSAM
333
O'Shaughnessy Asset Management
Connecticut
$1.38M
NWP
334
NerdWallet Wealth Partners
New York
$1.37M
BAM
335
BOS Asset Management
Illinois
$1.35M
W
336
WealthCollab
Washington
$1.34M
SAG
337
SageView Advisory Group
California
$1.33M
PCIA
338
Prime Capital Investment Advisors
Kansas
$1.32M
MWM
339
Melfa Wealth Management
Massachusetts
$1.31M
IPWA
340
International Private Wealth Advisors
California
$1.29M
KF
341
Krilogy Financial
Missouri
$1.28M
ZF
342
Zhang Financial
Michigan
$1.27M
Bessemer Group
343
Bessemer Group
New Jersey
$1.26M
BW
344
BIP Wealth
Georgia
$1.26M
KWA
345
Kondo Wealth Advisors
California
$1.26M
MWPCG
346
Measured Wealth Private Client Group
New Hampshire
$1.22M
CAM
347
Clark Asset Management
New Hampshire
$1.2M
Bank of Montreal
348
Bank of Montreal
Ontario, Canada
$1.19M
LKBC
349
L.K. Benson & Company
Maryland
$1.17M
TIAA Trust, National Association
350
TIAA Trust, National Association
North Carolina
$1.17M