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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
AWP
376
Axis Wealth Partners
Rhode Island
$971K
WP
377
Wealthspan Partners
Iowa
$968K
LCWP
378
Legacy Capital Wealth Partners
Arkansas
$966K
BCM
379
Brookstone Capital Management
Illinois
$962K
AWE
380
Avidian Wealth Enterprises
Texas
$961K
SOAG
381
Silver Oak Advisory Group
Oregon
$959K
WAP
382
Wealthcare Advisory Partners
Pennsylvania
$948K
TWP
383
Tyche Wealth Partners
Texas
$945K
CGPCS
384
Capital Group Private Client Services
California
$942K
RC
385
Roundview Capital
New Jersey
$941K
WIM
386
Warwick Investment Management
Texas
$941K
IA
387
IFP Advisors
Florida
$939K
TNBTD
388
Trustmark National Bank Trust Department
Mississippi
$936K
EFH
389
Eaton Financial Holdings
Florida
$925K
SFPM
390
Sensible Financial Planning & Management
Massachusetts
$921K
KeyBank National Association
391
KeyBank National Association
Ohio
$921K
SAM
392
Smartleaf Asset Management
Massachusetts
$912K
CTC
393
Central Trust Company
Missouri
$901K
SEI Investments
394
SEI Investments
Pennsylvania
$901K
DWM
395
Dakota Wealth Management
Florida
$901K
PMIM
396
Prudent Man Investment Management
Colorado
$899K
DAS
397
Dynamic Advisor Solutions
Arizona
$898K
CIA
398
Capital Investment Advisors
Georgia
$887K
CPIG
399
Chicago Partners Investment Group
Illinois
$886K
VWM
400
Vermillion Wealth Management
Minnesota
$869K