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Dimensional US Targeted Value ETF

724 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, 275 increasing their positions, 242 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
724
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
SAM
476
Secure Asset Management
Michigan
$532K
RFA
477
Rollins Financial Advisors
New York
$531K
CCWM
478
Correct Capital Wealth Management
Missouri
$526K
DAS
479
Diversify Advisory Services
Utah
$520K
WP
480
Westmount Partners
California
$519K
GWM
481
Geneos Wealth Management
Colorado
$512K
CW
482
CreativeOne Wealth
Kansas
$510K
HWM
483
Hemington Wealth Management
Virginia
$506K
HPA
484
High Probability Advisors
New York
$505K
EF
485
Exeter Financial
Arizona
$504K
SHGA
486
Sand Hill Global Advisors
California
$504K
NSG
487
Nalls Sherbakoff Group
Tennessee
$503K
LIA
488
LBMC Investment Advisors
Tennessee
$499K
GA
489
Greenspring Advisors
Maryland
$498K
MGWA
490
Monument Group Wealth Advisors
Massachusetts
$493K
IF
491
Intrua Financial
Texas
$492K
Brown Advisory
492
Brown Advisory
Maryland
$491K
KCM
493
Kathmere Capital Management
Pennsylvania
$490K
LNWWM
494
Laird Norton Wetherby Wealth Management
California
$484K
CPWM
495
Cypress Point Wealth Management
Texas
$484K
MA
496
Montag & Associates
Georgia
$472K
CFO
497
CVA Family Office
Colorado
$465K
MWM
498
Modern Wealth Management
Kansas
$464K
FIA
499
Foundations Investment Advisors
Arizona
$463K
CFG
500
Clayton Financial Group
Missouri
$462K