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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
EAM
26
Evanson Asset Management
California
$63.8M
Cerity Partners
27
Cerity Partners
New York
$61.5M
SM
28
Sensible Money
Arizona
$56.2M
TH
29
Team Hewins
California
$54.2M
EWM
30
Empirical Wealth Management
Washington
$52.8M
Corient Private Wealth
31
Corient Private Wealth
Florida
$51.1M
PWP
32
Parkwoods Wealth Partners
New York
$49.6M
BAM
33
Bayshore Asset Management
Florida
$48.8M
Mariner
34
Mariner
Kansas
$47.4M
RIM
35
RW Investment Management
Idaho
$46.5M
SWA
36
Sax Wealth Advisors
New Jersey
$45.9M
MWM
37
Modera Wealth Management
New Jersey
$45.3M
PFM
38
Phillips Financial Management
Indiana
$44.4M
CPA
39
Capital Performance Advisors
California
$43.5M
GWWM
40
Great Waters Wealth Management
Minnesota
$42.8M
JIC
41
Joel Isaacson & Co
New York
$42.6M
MWA
42
Monograph Wealth Advisors
California
$40.4M
KAM
43
KEB Asset Management
Illinois
$40.1M
TWM
44
Tumwater Wealth Management
Idaho
$35.2M
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$33.8M
JP Morgan Chase
46
JP Morgan Chase
New York
$33.4M
FMWA
47
Forvis Mazars Wealth Advisors
Missouri
$32.2M
EFP
48
EnRich Financial Partners
Wisconsin
$30.8M
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$30.2M
HSG
50
Helen Stephens Group
Texas
$29.6M