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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
B
351
BetterWealth
California
$1.14M
IWS
352
Integrity Wealth Solutions
Colorado
$1.11M
PPWM
353
PFG Private Wealth Management
Florida
$1.11M
PIFP
354
Partners in Financial Planning
Virginia
$1.11M
MA
355
McGrath & Associates
North Carolina
$1.09M
PCM
356
Peirce Capital Management
Texas
$1.09M
CAG
357
Compass Advisory Group
New York
$1.07M
P
358
&Partners
Tennessee
$1.07M
AFO
359
Aurelius Family Office
New Hampshire
$1.06M
VAG
360
Vannoy Advisory Group
Texas
$1.06M
Rockefeller Capital Management
361
Rockefeller Capital Management
New York
$1.04M
SIM
362
Stratos Investment Management
Ohio
$1.03M
KWM
363
Keebeck Wealth Management
Illinois
$1.02M
GWM
364
Grand Wealth Management
Michigan
$1.02M
LWM
365
Lodestone Wealth Management
Washington
$1.01M
MGW
366
MB Generational Wealth
Washington
$1.01M
STA
367
Summit Trail Advisors
New York
$1.01M
RF
368
rebel Financial
Ohio
$1.01M
CCFM
369
Clear Creek Financial Management
Washington
$1.01M
AWM
370
Apollon Wealth Management
South Carolina
$995K
LWM
371
LJI Wealth Management
Indiana
$988K
KCPG
372
Kavar Capital Partners Group
Kansas
$982K
AWP
373
Axis Wealth Partners
Rhode Island
$971K
WP
374
Wealthspan Partners
Iowa
$968K
LCWP
375
Legacy Capital Wealth Partners
Arkansas
$966K