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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
PMFA
401
Plante Moran Financial Advisors
Michigan
$835K
LWM
402
LongView Wealth Management
Georgia
$821K
Wells Fargo
403
Wells Fargo
California
$815K
JWA
404
JFS Wealth Advisors
Pennsylvania
$814K
PB
405
Pinnacle Bancorp
Nebraska
$809K
CSP
406
Cary Street Partners
Virginia
$803K
ACA
407
American Capital Advisory
Idaho
$795K
1WA
408
180 Wealth Advisors
Washington
$792K
CF
409
Centaurus Financial
California
$788K
SFM
410
Signet Financial Management
New Jersey
$779K
SIAG
411
Safeguard Investment Advisory Group
California
$771K
BFG
412
Berger Financial Group
Minnesota
$771K
LFA
413
Legacy Financial Advisors
Kentucky
$771K
OW
414
Olistico Wealth
Oklahoma
$770K
WA
415
Waverly Advisors
Alabama
$750K
BWS
416
BCR Wealth Strategies
Alabama
$745K
FFN
417
Focus Financial Network
Minnesota
$744K
SQA
418
Simon Quick Advisors
New Jersey
$732K
CB
419
Commerce Bank
Missouri
$728K
WH
420
Willner & Heller
California
$718K
DWS
421
Discipline Wealth Solutions
South Carolina
$717K
DWT
422
Dorsey & Whitney Trust
South Dakota
$713K
IFWM
423
Institute for Wealth Management
Colorado
$709K
PWM
424
Perigon Wealth Management
California
$705K
MOS
425
MGO One Seven
Ohio
$704K