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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
BJL
451
Brighton Jones LLC
Washington
$595K
MSWM
452
McGlone Suttner Wealth Management
Wisconsin
$593K
MPW
453
MASECO Private Wealth
$592K
UCFA
454
United Capital Financial Advisors
Texas
$590K
PFP
455
Pinnacle Financial Partners
Tennessee
$587K
Empower Advisory Group
456
Empower Advisory Group
Colorado
$584K
MCA
457
Magnolia Capital Advisors
Mississippi
$583K
USCWA
458
U.S. Capital Wealth Advisors
Texas
$581K
BI
459
Berkeley Inc
Idaho
$568K
AWM
460
Arista Wealth Management
Nevada
$561K
Fifth Third Bancorp
461
Fifth Third Bancorp
Ohio
$558K
TWP
462
Triad Wealth Partners
Kansas
$553K
CAMG
463
CWA Asset Management Group
Florida
$551K
BDWCC
464
B&D White Capital Company
Texas
$549K
BTI
465
Blue Trust Inc
Georgia
$549K
MFIM
466
Mesirow Financial Investment Management
Illinois
$545K
AC
467
AlphaCore Capital
California
$544K
MCM
468
Mattern Capital Management
Colorado
$542K
SAM
469
Secure Asset Management
Michigan
$532K
RFA
470
Rollins Financial Advisors
New York
$531K
CCWM
471
Correct Capital Wealth Management
Missouri
$526K
DAS
472
Diversify Advisory Services
Utah
$520K
WP
473
Westmount Partners
California
$519K
GWM
474
Geneos Wealth Management
Colorado
$512K
CW
475
CreativeOne Wealth
Kansas
$510K