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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
SQA
426
Simon Quick Advisors
New Jersey
$732K +$716K +12,569 New
CB
427
Commerce Bank
Missouri
$728K -$16.1K -283 -2%
WH
428
Willner & Heller
California
$718K +$4.78K +84 +0.7%
DWS
429
Discipline Wealth Solutions
South Carolina
$717K +$701K +12,314 New
DWT
430
Dorsey & Whitney Trust
South Dakota
$713K
IFWM
431
Institute for Wealth Management
Colorado
$709K
PWM
432
Perigon Wealth Management
California
$705K +$57 +1 +0%
MOS
433
MGO One Seven
Ohio
$704K
NA
434
Nautilus Advisors
California
$703K +$71.7K +1,259 +12%
EW
435
Evoke Wealth
California
$701K
WT
436
Washington Trust
Rhode Island
$698K
CAM
437
CPA Asset Management
Florida
$695K
FS
438
Financial Symmetry
North Carolina
$690K +$49.3K +866 +8%
RPCA
439
Running Point Capital Advisors
California
$689K +$271K +4,755 +67%
Janney Montgomery Scott
440
Janney Montgomery Scott
Pennsylvania
$689K
RIP
441
RAM Investment Partners
Washington
$688K
FWCM
442
Ferguson Wellman Capital Management
Oregon
$686K
NCM
443
NCM Capital Management
New Jersey
$680K +$2.51K +44 +0.4%
Lido Advisors
444
Lido Advisors
California
$677K
ACA
445
Aptus Capital Advisors
Alabama
$675K +$5.53K +97 +0.8%
PFBT
446
Parkside Financial Bank & Trust
Missouri
$670K +$57 +1 +0%
FWM
447
Forza Wealth Management
Florida
$666K
G
448
GenTrust
Florida
$645K
IC
449
IEQ Capital
California
$644K +$17.9K +314 +3%
BFA
450
Beacon Financial Advisory
Ohio
$643K +$56.3K +988 +10%