We are live on ! Find out more
DFAT icon

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
LWM
376
LJI Wealth Management
Indiana
$988K -$2.55M -44,775 -73%
KCPG
377
Kavar Capital Partners Group
Kansas
$982K
AWP
378
Axis Wealth Partners
Rhode Island
$971K +$163K +2,859 +21%
WP
379
Wealthspan Partners
Iowa
$968K +$7.58K +133 +0.8%
LCWP
380
Legacy Capital Wealth Partners
Arkansas
$966K +$135K +2,376 +17%
BCM
381
Brookstone Capital Management
Illinois
$962K +$688K +12,084 +272%
AWE
382
Avidian Wealth Enterprises
Texas
$961K +$968 +17 +0.1%
SOAG
383
Silver Oak Advisory Group
Oregon
$959K +$27.9K +489 +3%
WAP
384
Wealthcare Advisory Partners
Pennsylvania
$948K -$32.1K -563 -3%
TWP
385
Tyche Wealth Partners
Texas
$945K +$924K +16,226 New
CGPCS
386
Capital Group Private Client Services
California
$942K
RC
387
Roundview Capital
New Jersey
$941K
WIM
388
Warwick Investment Management
Texas
$941K +$4.33K +76 +0.5%
IA
389
IFP Advisors
Florida
$939K +$529K +9,285 +136%
TNBTD
390
Trustmark National Bank Trust Department
Mississippi
$936K
EFH
391
Eaton Financial Holdings
Florida
$925K +$4.27K +75 +0.5%
SFPM
392
Sensible Financial Planning & Management
Massachusetts
$921K -$44.9K -789 -5%
KeyBank National Association
393
KeyBank National Association
Ohio
$921K
SAM
394
Smartleaf Asset Management
Massachusetts
$912K +$4.67K +82 +0.5%
CTC
395
Central Trust Company
Missouri
$901K +$248K +4,346 +39%
SEI Investments
396
SEI Investments
Pennsylvania
$901K +$140K +2,458 +19%
DWM
397
Dakota Wealth Management
Florida
$901K
PMIM
398
Prudent Man Investment Management
Colorado
$899K -$6.32K -111 -0.7%
DAS
399
Dynamic Advisor Solutions
Arizona
$898K -$32.4K -569 -4%
CIA
400
Capital Investment Advisors
Georgia
$887K +$34.2K +601 +4%