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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
BSG
351
Black Swift Group
Colorado
$1.16M
IPW
352
Intergy Private Wealth
Colorado
$1.16M
LIWM
353
Long Island Wealth Management
New York
$1.15M
B
354
BetterWealth
California
$1.14M
IWS
355
Integrity Wealth Solutions
Colorado
$1.11M
PPWM
356
PFG Private Wealth Management
Florida
$1.11M
PIFP
357
Partners in Financial Planning
Virginia
$1.11M
MA
358
McGrath & Associates
North Carolina
$1.09M
PCM
359
Peirce Capital Management
Texas
$1.09M
CAG
360
Compass Advisory Group
New York
$1.07M
P
361
&Partners
Tennessee
$1.07M
AFO
362
Aurelius Family Office
New Hampshire
$1.06M
VAG
363
Vannoy Advisory Group
Texas
$1.06M
Rockefeller Capital Management
364
Rockefeller Capital Management
New York
$1.04M
SIM
365
Stratos Investment Management
Ohio
$1.03M
KWM
366
Keebeck Wealth Management
Illinois
$1.02M
GWM
367
Grand Wealth Management
Michigan
$1.02M
LWM
368
Lodestone Wealth Management
Washington
$1.01M
MGW
369
MB Generational Wealth
Washington
$1.01M
STA
370
Summit Trail Advisors
New York
$1.01M
RF
371
rebel Financial
Ohio
$1.01M
CCFM
372
Clear Creek Financial Management
Washington
$1.01M
AWM
373
Apollon Wealth Management
South Carolina
$995K
LWM
374
LJI Wealth Management
Indiana
$988K
KCPG
375
Kavar Capital Partners Group
Kansas
$982K