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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
HWM
476
Hemington Wealth Management
Virginia
$506K
HPA
477
High Probability Advisors
New York
$505K
EF
478
Exeter Financial
Arizona
$504K
SHGA
479
Sand Hill Global Advisors
California
$504K
LIA
480
LBMC Investment Advisors
Tennessee
$499K
GA
481
Greenspring Advisors
Maryland
$498K
MGWA
482
Monument Group Wealth Advisors
Massachusetts
$493K
IF
483
Intrua Financial
Texas
$492K
Brown Advisory
484
Brown Advisory
Maryland
$491K
KCM
485
Kathmere Capital Management
Pennsylvania
$490K
LNWWM
486
Laird Norton Wetherby Wealth Management
California
$484K
CPWM
487
Cypress Point Wealth Management
Texas
$484K
MA
488
Montag & Associates
Georgia
$472K
CFO
489
CVA Family Office
Colorado
$465K
MWM
490
Modern Wealth Management
Kansas
$464K
FIA
491
Foundations Investment Advisors
Arizona
$463K
CFG
492
Clayton Financial Group
Missouri
$462K
WPC
493
Wedmont Private Capital
Pennsylvania
$450K
M&T Bank
494
M&T Bank
New York
$450K
MMA
495
Miracle Mile Advisors
California
$449K
PTC
496
Private Trust Company
Ohio
$439K
RI
497
Ridgewood Investments
New Jersey
$435K
MWC
498
MBM Wealth Consultants
Missouri
$434K
MEAC
499
M.E. Allison & Co
Texas
$433K
CT
500
Colonial Trust
South Carolina
$432K