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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
FOA
451
Five Oceans Advisors
California
$643K +$83.3K +1,462 +15%
FWM
452
Fortress Wealth Management
California
$634K -$262K -4,593 -30%
NHC
453
Nicholas Hoffman & Company
Georgia
$628K -$174K -3,049 -22%
KRW
454
Kaufman Rossin Wealth
Florida
$626K
SFS
455
Strategic Financial Services
New York
$620K
WF
456
WoodTrust Financial
Wisconsin
$620K
CWA
457
Cascade Wealth Advisors
Washington
$616K -$5.41K -95 -0.9%
WMS
458
Wealth Management Strategies
Pennsylvania
$602K +$589K +10,343 New
LCM
459
Liberty Capital Management
Michigan
$600K
BJL
460
Brighton Jones LLC
Washington
$595K -$1.94K -34 -0.3%
MSWM
461
McGlone Suttner Wealth Management
Wisconsin
$593K
MPW
462
MASECO Private Wealth
$592K +$45.3K +795 +8%
UCFA
463
United Capital Financial Advisors
Texas
$590K -$244K -4,280 -30%
MKW
464
Mullaney, Keating & Wright
Connecticut
$589K
PFPT
465
Pinnacle Financial Partners (Tennessee)
Tennessee
$587K
Empower Advisory Group
466
Empower Advisory Group
Colorado
$584K
MCA
467
Magnolia Capital Advisors
Mississippi
$583K +$2.68K +47 +0.5%
USCWA
468
U.S. Capital Wealth Advisors
Texas
$581K -$51.1K -897 -8%
BI
469
Berkeley Inc
Idaho
$568K -$71.8K -1,261 -11%
IFG
470
Independent Financial Group
California
$567K +$16.9K +297 +3%
AWM
471
Arista Wealth Management
Nevada
$561K
Fifth Third Bancorp
472
Fifth Third Bancorp
Ohio
$558K -$28.6K -503 -5%
TWP
473
Triad Wealth Partners
Kansas
$553K -$25.1K -440 -4%
CAMG
474
CWA Asset Management Group
Florida
$551K -$27K -474 -5%
BDWCC
475
B&D White Capital Company
Texas
$549K