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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
CPIG
401
Chicago Partners Investment Group
Illinois
$886K +$2.05K +36 +0.2%
VWM
402
Vermillion Wealth Management
Minnesota
$869K +$55.8K +980 +7%
GRP
403
Global Retirement Partners
California
$860K +$580K +10,188 +222%
SOS
404
Silver Oak Securities
Tennessee
$858K -$12.9K -227 -2%
SSW
405
Stone Summit Wealth
Florida
$846K -$16K -281 -2%
FWP
406
Falcon Wealth Planning
California
$845K
MWA
407
Medallion Wealth Advisors
Connecticut
$838K -$10.7K -188 -1%
PMFA
408
Plante Moran Financial Advisors
Michigan
$835K +$114 +2 +0%
LWM
409
LongView Wealth Management
Georgia
$821K +$68.3K +1,200 +9%
Wells Fargo
410
Wells Fargo
California
$815K +$295K +5,182 +59%
JWA
411
JFS Wealth Advisors
Pennsylvania
$814K -$2.22K -39 -0.3%
PB
412
Pinnacle Bancorp
Nebraska
$809K -$82.1K -1,442 -9%
CSP
413
Cary Street Partners
Virginia
$803K -$111K -1,942 -12%
ACA
414
American Capital Advisory
Idaho
$795K +$33.6K +590 +5%
1WA
415
180 Wealth Advisors
Washington
$792K +$27.6K +485 +4%
CF
416
Centaurus Financial
California
$788K +$38.5K +676 +5%
SFM
417
Signet Financial Management
New Jersey
$779K
SIAG
418
Safeguard Investment Advisory Group
California
$771K -$216K -3,784 -22%
BFG
419
Berger Financial Group
Minnesota
$771K
LFA
420
Legacy Financial Advisors
Kentucky
$771K +$267K +4,689 +55%
OW
421
Olistico Wealth
Oklahoma
$770K
WA
422
Waverly Advisors
Alabama
$750K -$84.8K -1,489 -10%
BWS
423
BCR Wealth Strategies
Alabama
$745K
FFN
424
Focus Financial Network
Minnesota
$744K +$31.7K +557 +5%
KP
425
Keel Point
Alabama
$736K +$1.37K +24 +0.2%