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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
NHC
451
Nicholas Hoffman & Company
Georgia
$628K
KRW
452
Kaufman Rossin Wealth
Florida
$626K
SFS
453
Strategic Financial Services
New York
$620K
WF
454
WoodTrust Financial
Wisconsin
$620K
CWA
455
Cascade Wealth Advisors
Washington
$616K
WMS
456
Wealth Management Strategies
Pennsylvania
$602K
LCM
457
Liberty Capital Management
Michigan
$600K
BJL
458
Brighton Jones LLC
Washington
$595K
MSWM
459
McGlone Suttner Wealth Management
Wisconsin
$593K
MPW
460
MASECO Private Wealth
$592K
UCFA
461
United Capital Financial Advisors
Texas
$590K
PFPT
462
Pinnacle Financial Partners (Tennessee)
Tennessee
$587K
Empower Advisory Group
463
Empower Advisory Group
Colorado
$584K
MCA
464
Magnolia Capital Advisors
Mississippi
$583K
USCWA
465
U.S. Capital Wealth Advisors
Texas
$581K
BI
466
Berkeley Inc
Idaho
$568K
AWM
467
Arista Wealth Management
Nevada
$561K
Fifth Third Bancorp
468
Fifth Third Bancorp
Ohio
$558K
TWP
469
Triad Wealth Partners
Kansas
$553K
CAMG
470
CWA Asset Management Group
Florida
$551K
BDWCC
471
B&D White Capital Company
Texas
$549K
BTI
472
Blue Trust Inc
Georgia
$549K
MFIM
473
Mesirow Financial Investment Management
Illinois
$545K
AC
474
AlphaCore Capital
California
$544K
MCM
475
Mattern Capital Management
Colorado
$542K