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Dimensional US Targeted Value ETF

728 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, 277 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: 277 | Existing positions reduced: 243

2% more funds holding

Funds holding: 715728 (+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
728
Holders Change
+13
Holders Change %
+1.82%
% of All Funds
9.56%
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
277
Reduced
243
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
26
Evanson Asset Management
California
$63.8M -$290K -5,093 -0.5%
Cerity Partners
27
Cerity Partners
New York
$61.5M -$2.19M -38,468 -3%
AF
28
Allworth Financial
California
$57M +$3.02M +53,063 +6%
SM
29
Sensible Money
Arizona
$56.2M +$3.55M +62,401 +7%
TH
30
Team Hewins
California
$54.2M -$2.53M -44,465 -5%
EWM
31
Empirical Wealth Management
Washington
$52.8M -$924K -16,224 -2%
Corient Private Wealth
32
Corient Private Wealth
Florida
$51.1M -$79M -1,387,784 -61%
PWP
33
Parkwoods Wealth Partners
New York
$49.6M +$12.1M +212,382 +33%
BAM
34
Bayshore Asset Management
Florida
$48.8M +$22.3K +392 +0%
Mariner
35
Mariner
Kansas
$47.4M -$2.6M -45,723 -5%
RIM
36
RW Investment Management
Idaho
$46.5M -$48.3M -848,422 -52%
SWA
37
Sax Wealth Advisors
New Jersey
$45.9M -$2.72M -47,685 -6%
MWM
38
Modera Wealth Management
New Jersey
$45.3M -$980K -17,199 -2%
PFM
39
Phillips Financial Management
Indiana
$44.4M +$3.16M +55,406 +8%
CPA
40
Capital Performance Advisors
California
$43.5M -$1.66M -29,200 -4%
GWWM
41
Great Waters Wealth Management
Minnesota
$42.8M +$2.53M +44,391 +6%
JIC
42
Joel Isaacson & Co
New York
$42.6M +$406K +7,127 +1%
MWA
43
Monograph Wealth Advisors
California
$40.4M +$6.13M +107,607 +18%
KAM
44
KEB Asset Management
Illinois
$40.1M -$166K -2,909 -0.4%
TWM
45
Tumwater Wealth Management
Idaho
$35.2M -$259K -4,551 -0.7%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$33.8M +$4.19M +73,607 +15%
JP Morgan Chase
47
JP Morgan Chase
New York
$33.4M +$2.19M +38,371 +7%
FMWA
48
Forvis Mazars Wealth Advisors
Missouri
$32.2M -$2.77M -48,567 -8%
EFP
49
EnRich Financial Partners
Wisconsin
$30.8M +$111K +1,950 +0.4%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$30.2M -$78.4M -1,376,323 -73%