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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
NA
426
Nautilus Advisors
California
$703K
EW
427
Evoke Wealth
California
$701K
WT
428
Washington Trust
Rhode Island
$698K
CAM
429
CPA Asset Management
Florida
$695K
RPCA
430
Running Point Capital Advisors
California
$689K
Janney Montgomery Scott
431
Janney Montgomery Scott
Pennsylvania
$689K
RIP
432
RAM Investment Partners
Washington
$688K
FWCM
433
Ferguson Wellman Capital Management
Oregon
$686K
NCM
434
NCM Capital Management
New Jersey
$680K
Lido Advisors
435
Lido Advisors
California
$677K
ACA
436
Aptus Capital Advisors
Alabama
$675K
PFBT
437
Parkside Financial Bank & Trust
Missouri
$670K
FWM
438
Forza Wealth Management
Florida
$666K
G
439
GenTrust
Florida
$645K
IC
440
IEQ Capital
California
$644K
BFA
441
Beacon Financial Advisory
Ohio
$643K
FOA
442
Five Oceans Advisors
California
$643K
FWM
443
Fortress Wealth Management
California
$634K
NHC
444
Nicholas Hoffman & Company
Georgia
$628K
KRW
445
Kaufman Rossin Wealth
Florida
$626K
SFS
446
Strategic Financial Services
New York
$620K
WF
447
WoodTrust Financial
Wisconsin
$620K
CWA
448
Cascade Wealth Advisors
Washington
$616K
WMS
449
Wealth Management Strategies
Pennsylvania
$602K
LCM
450
Liberty Capital Management
Michigan
$600K