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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
KCPG
376
Kavar Capital Partners Group
Kansas
$982K
AWP
377
Axis Wealth Partners
Rhode Island
$971K
WP
378
Wealthspan Partners
Iowa
$968K
LCWP
379
Legacy Capital Wealth Partners
Arkansas
$966K
BCM
380
Brookstone Capital Management
Illinois
$962K
AWE
381
Avidian Wealth Enterprises
Texas
$961K
SOAG
382
Silver Oak Advisory Group
Oregon
$959K
WAP
383
Wealthcare Advisory Partners
Pennsylvania
$948K
TWP
384
Tyche Wealth Partners
Texas
$945K
CGPCS
385
Capital Group Private Client Services
California
$942K
RC
386
Roundview Capital
New Jersey
$941K
WIM
387
Warwick Investment Management
Texas
$941K
IA
388
IFP Advisors
Florida
$939K
TNBTD
389
Trustmark National Bank Trust Department
Mississippi
$936K
EFH
390
Eaton Financial Holdings
Florida
$925K
SFPM
391
Sensible Financial Planning & Management
Massachusetts
$921K
KeyBank National Association
392
KeyBank National Association
Ohio
$921K
SAM
393
Smartleaf Asset Management
Massachusetts
$912K
CTC
394
Central Trust Company
Missouri
$901K
SEI Investments
395
SEI Investments
Pennsylvania
$901K
DWM
396
Dakota Wealth Management
Florida
$901K
PMIM
397
Prudent Man Investment Management
Colorado
$899K
DAS
398
Dynamic Advisor Solutions
Arizona
$898K
CIA
399
Capital Investment Advisors
Georgia
$887K
CPIG
400
Chicago Partners Investment Group
Illinois
$886K