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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
BCM
376
Brookstone Capital Management
Illinois
$962K
AWE
377
Avidian Wealth Enterprises
Texas
$961K
SOAG
378
Silver Oak Advisory Group
Oregon
$959K
WAP
379
Wealthcare Advisory Partners
Pennsylvania
$948K
TWP
380
Tyche Wealth Partners
Texas
$945K
CGPCS
381
Capital Group Private Client Services
California
$942K
RC
382
Roundview Capital
New Jersey
$941K
WIM
383
Warwick Investment Management
Texas
$941K
TNBTD
384
Trustmark National Bank Trust Department
Mississippi
$936K
EFH
385
Eaton Financial Holdings
Florida
$925K
SFPM
386
Sensible Financial Planning & Management
Massachusetts
$921K
KeyBank National Association
387
KeyBank National Association
Ohio
$921K
SAM
388
Smartleaf Asset Management
Massachusetts
$912K
CTC
389
Central Trust Company
Missouri
$901K
SEI Investments
390
SEI Investments
Pennsylvania
$901K
DWM
391
Dakota Wealth Management
Florida
$901K
PMIM
392
Prudent Man Investment Management
Colorado
$899K
DAS
393
Dynamic Advisor Solutions
Arizona
$898K
CIA
394
Capital Investment Advisors
Georgia
$887K
CPIG
395
Chicago Partners Investment Group
Illinois
$886K
VWM
396
Vermillion Wealth Management
Minnesota
$869K
GRP
397
Global Retirement Partners
California
$860K
SOS
398
Silver Oak Securities
Tennessee
$858K
SSW
399
Stone Summit Wealth
Florida
$846K
FWP
400
Falcon Wealth Planning
California
$845K