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Dimensional US Targeted Value ETF

724 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, 275 increasing their positions, 242 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
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
WH
426
Willner & Heller
California
$718K
DWS
427
Discipline Wealth Solutions
South Carolina
$717K
DWT
428
Dorsey & Whitney Trust
South Dakota
$713K
IFWM
429
Institute for Wealth Management
Colorado
$709K
PWM
430
Perigon Wealth Management
California
$705K
MOS
431
MGO One Seven
Ohio
$704K
NA
432
Nautilus Advisors
California
$703K
EW
433
Evoke Wealth
California
$701K
WT
434
Washington Trust
Rhode Island
$698K
CAM
435
CPA Asset Management
Florida
$695K
FS
436
Financial Symmetry
North Carolina
$690K
RPCA
437
Running Point Capital Advisors
California
$689K
Janney Montgomery Scott
438
Janney Montgomery Scott
Pennsylvania
$689K
RIP
439
RAM Investment Partners
Washington
$688K
FWCM
440
Ferguson Wellman Capital Management
Oregon
$686K
NCM
441
NCM Capital Management
New Jersey
$680K
Lido Advisors
442
Lido Advisors
California
$677K
ACA
443
Aptus Capital Advisors
Alabama
$675K
PFBT
444
Parkside Financial Bank & Trust
Missouri
$670K
FWM
445
Forza Wealth Management
Florida
$666K
G
446
GenTrust
Florida
$645K
IC
447
IEQ Capital
California
$644K
BFA
448
Beacon Financial Advisory
Ohio
$643K
FOA
449
Five Oceans Advisors
California
$643K
FWM
450
Fortress Wealth Management
California
$634K