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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
LKBC
351
L.K. Benson & Company
Maryland
$1.17M +$150K +2,626 +15%
TIAA Trust, National Association
352
TIAA Trust, National Association
North Carolina
$1.17M -$58.4K -1,025 -5%
BSG
353
Black Swift Group
Colorado
$1.16M +$1.14M +20,000 New
IPW
354
Intergy Private Wealth
Colorado
$1.16M -$5.98K -105 -0.5%
LIWM
355
Long Island Wealth Management
New York
$1.15M +$107K +1,872 +11%
B
356
BetterWealth
California
$1.14M -$256K -4,503 -19%
IWS
357
Integrity Wealth Solutions
Colorado
$1.11M +$5.13K +90 +0.5%
PPWM
358
PFG Private Wealth Management
Florida
$1.11M +$1.09M +19,137 New
PIFP
359
Partners in Financial Planning
Virginia
$1.11M +$2.79K +49 +0.3%
MA
360
McGrath & Associates
North Carolina
$1.09M -$7.12K -125 -0.7%
PCM
361
Peirce Capital Management
Texas
$1.09M +$1.65K +29 +0.2%
CAG
362
Compass Advisory Group
New York
$1.07M +$33.1K +582 +3%
P
363
&Partners
Tennessee
$1.07M -$128K -2,251 -11%
AFO
364
Aurelius Family Office
New Hampshire
$1.06M -$37.8K -664 -4%
VAG
365
Vannoy Advisory Group
Texas
$1.06M +$7.41K +130 +0.7%
Rockefeller Capital Management
366
Rockefeller Capital Management
New York
$1.04M +$23.8K +417 +2%
SIM
367
Stratos Investment Management
Ohio
$1.03M -$931K -16,339 -48%
KWM
368
Keebeck Wealth Management
Illinois
$1.02M
GWM
369
Grand Wealth Management
Michigan
$1.02M -$5.07K -89 -0.5%
LWM
370
Lodestone Wealth Management
Washington
$1.01M +$26K +456 +3%
MGW
371
MB Generational Wealth
Washington
$1.01M +$990K +17,385 New
STA
372
Summit Trail Advisors
New York
$1.01M
RF
373
rebel Financial
Ohio
$1.01M -$989K -17,361 Closed
CCFM
374
Clear Creek Financial Management
Washington
$1.01M +$20.4K +359 +2%
AWM
375
Apollon Wealth Management
South Carolina
$995K -$2.62K -46 -0.3%