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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
GRP
401
Global Retirement Partners
California
$860K
SOS
402
Silver Oak Securities
Tennessee
$858K
SSW
403
Stone Summit Wealth
Florida
$846K
FWP
404
Falcon Wealth Planning
California
$845K
PMFA
405
Plante Moran Financial Advisors
Michigan
$835K
LWM
406
LongView Wealth Management
Georgia
$821K
Wells Fargo
407
Wells Fargo
California
$815K
JWA
408
JFS Wealth Advisors
Pennsylvania
$814K
PB
409
Pinnacle Bancorp
Nebraska
$809K
CSP
410
Cary Street Partners
Virginia
$803K
ACA
411
American Capital Advisory
Idaho
$795K
1WA
412
180 Wealth Advisors
Washington
$792K
CF
413
Centaurus Financial
California
$788K
SFM
414
Signet Financial Management
New Jersey
$779K
SIAG
415
Safeguard Investment Advisory Group
California
$771K
BFG
416
Berger Financial Group
Minnesota
$771K
LFA
417
Legacy Financial Advisors
Kentucky
$771K
OW
418
Olistico Wealth
Oklahoma
$770K
WA
419
Waverly Advisors
Alabama
$750K
BWS
420
BCR Wealth Strategies
Alabama
$745K
FFN
421
Focus Financial Network
Minnesota
$744K
KP
422
Keel Point
Alabama
$736K
SQA
423
Simon Quick Advisors
New Jersey
$732K
CB
424
Commerce Bank
Missouri
$728K
WH
425
Willner & Heller
California
$718K