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Dimensional US Targeted Value ETF

722 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, 273 increasing their positions, 242 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
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
KRW
451
Kaufman Rossin Wealth
Florida
$626K
SFS
452
Strategic Financial Services
New York
$620K
WF
453
WoodTrust Financial
Wisconsin
$620K
CWA
454
Cascade Wealth Advisors
Washington
$616K
WMS
455
Wealth Management Strategies
Pennsylvania
$602K
LCM
456
Liberty Capital Management
Michigan
$600K
BJL
457
Brighton Jones LLC
Washington
$595K
MSWM
458
McGlone Suttner Wealth Management
Wisconsin
$593K
MPW
459
MASECO Private Wealth
$592K
UCFA
460
United Capital Financial Advisors
Texas
$590K
PFP
461
Pinnacle Financial Partners
Tennessee
$587K
Empower Advisory Group
462
Empower Advisory Group
Colorado
$584K
MCA
463
Magnolia Capital Advisors
Mississippi
$583K
USCWA
464
U.S. Capital Wealth Advisors
Texas
$581K
BI
465
Berkeley Inc
Idaho
$568K
AWM
466
Arista Wealth Management
Nevada
$561K
Fifth Third Bancorp
467
Fifth Third Bancorp
Ohio
$558K
TWP
468
Triad Wealth Partners
Kansas
$553K
CAMG
469
CWA Asset Management Group
Florida
$551K
BDWCC
470
B&D White Capital Company
Texas
$549K
BTI
471
Blue Trust Inc
Georgia
$549K
MFIM
472
Mesirow Financial Investment Management
Illinois
$545K
AC
473
AlphaCore Capital
California
$544K
MCM
474
Mattern Capital Management
Colorado
$542K
SAM
475
Secure Asset Management
Michigan
$532K