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Dimensional US Targeted Value ETF

729 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 53 funds opening new positions, 277 increasing their positions, 243 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 26

14% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 243

2% more funds holding

Funds holding: 715729 (+14)

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
729
Holders Change
+14
Holders Change %
+1.96%
% of All Funds
9.57%
Holding in Top 10
104
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.89%
% of All Funds
1.37%
New
53
Increased
277
Reduced
243
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
476
Blue Trust Inc
Georgia
$549K
MFIM
477
Mesirow Financial Investment Management
Illinois
$545K -$6.32K -111 -1%
AC
478
AlphaCore Capital
California
$544K +$65.8K +1,156 +14%
MCM
479
Mattern Capital Management
Colorado
$542K +$1.2K +21 +0.2%
SAM
480
Secure Asset Management
Michigan
$532K
RFA
481
Rollins Financial Advisors
New York
$531K +$285 +5 +0.1%
CCWM
482
Correct Capital Wealth Management
Missouri
$526K
DAS
483
Diversify Advisory Services
Utah
$520K -$14.2K -250 -3%
WP
484
Westmount Partners
California
$519K
GWM
485
Geneos Wealth Management
Colorado
$512K
CW
486
CreativeOne Wealth
Kansas
$510K +$14K +245 +3%
HWM
487
Hemington Wealth Management
Virginia
$506K
HPA
488
High Probability Advisors
New York
$505K
EF
489
Exeter Financial
Arizona
$504K +$2.33K +41 +0.5%
SHGA
490
Sand Hill Global Advisors
California
$504K
NSG
491
Nalls Sherbakoff Group
Tennessee
$503K -$7.18K -126 -1%
LIA
492
LBMC Investment Advisors
Tennessee
$499K +$1.31K +23 +0.3%
GA
493
Greenspring Advisors
Maryland
$498K +$487K +8,549 New
MGWA
494
Monument Group Wealth Advisors
Massachusetts
$493K -$15K -263 -3%
IF
495
Intrua Financial
Texas
$492K +$120K +2,100 +33%
Brown Advisory
496
Brown Advisory
Maryland
$491K -$255K -4,471 -35%
KCM
497
Kathmere Capital Management
Pennsylvania
$490K -$10.7K -188 -2%
LNWWM
498
Laird Norton Wetherby Wealth Management
California
$484K
CPWM
499
Cypress Point Wealth Management
Texas
$484K -$104K -1,833 -18%
MA
500
Montag & Associates
Georgia
$472K