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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
TIAA Trust, National Association
351
TIAA Trust, National Association
North Carolina
$1.17M
BSG
352
Black Swift Group
Colorado
$1.16M
IPW
353
Intergy Private Wealth
Colorado
$1.16M
LIWM
354
Long Island Wealth Management
New York
$1.15M
B
355
BetterWealth
California
$1.14M
IWS
356
Integrity Wealth Solutions
Colorado
$1.11M
PPWM
357
PFG Private Wealth Management
Florida
$1.11M
PIFP
358
Partners in Financial Planning
Virginia
$1.11M
MA
359
McGrath & Associates
North Carolina
$1.09M
PCM
360
Peirce Capital Management
Texas
$1.09M
CAG
361
Compass Advisory Group
New York
$1.07M
P
362
&Partners
Tennessee
$1.07M
AFO
363
Aurelius Family Office
New Hampshire
$1.06M
VAG
364
Vannoy Advisory Group
Texas
$1.06M
Rockefeller Capital Management
365
Rockefeller Capital Management
New York
$1.04M
SIM
366
Stratos Investment Management
Ohio
$1.03M
KWM
367
Keebeck Wealth Management
Illinois
$1.02M
GWM
368
Grand Wealth Management
Michigan
$1.02M
LWM
369
Lodestone Wealth Management
Washington
$1.01M
MGW
370
MB Generational Wealth
Washington
$1.01M
STA
371
Summit Trail Advisors
New York
$1.01M
RF
372
rebel Financial
Ohio
$1.01M
CCFM
373
Clear Creek Financial Management
Washington
$1.01M
AWM
374
Apollon Wealth Management
South Carolina
$995K
LWM
375
LJI Wealth Management
Indiana
$988K