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Dimensional US Targeted Value ETF

722 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, 273 increasing their positions, 242 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
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
MMA
501
Miracle Mile Advisors
California
$449K
PTC
502
Private Trust Company
Ohio
$439K
RI
503
Ridgewood Investments
New Jersey
$435K
MWC
504
MBM Wealth Consultants
Missouri
$434K
MEAC
505
M.E. Allison & Co
Texas
$433K
CT
506
Colonial Trust
South Carolina
$432K
ASN
507
Advisory Services Network
Georgia
$430K
CA
508
Cortland Associates
Missouri
$430K
GWA
509
Geometric Wealth Advisors
District of Columbia
$428K
SCA
510
STALEY CAPITAL ADVISERS
Pennsylvania
$425K
BFA
511
Benningfield Financial Advisors
California
$422K
NG
512
NWK Group
California
$421K
GP
513
Greenline Partners
New York
$421K
BAM
514
Belpointe Asset Management
Nevada
$420K
FCA
515
Fortis Capital Advisors
Kansas
$420K
WCP
516
Wick Capital Partners
Pennsylvania
$418K
DFC
517
DBK Financial Counsel
Ohio
$416K
Comerica Bank
518
Comerica Bank
Texas
$412K
PI
519
Parkside Investments
Illinois
$401K
OC
520
Oakworth Capital
Alabama
$396K
SLT
521
St Louis Trust
Missouri
$394K
AWM
522
Accurate Wealth Management
Florida
$393K
RP
523
Rowlandmiller & Partners
Georgia
$393K
MPAM
524
Murphy Pohlad Asset Management
Minnesota
$390K
IAN
525
Integrated Advisors Network
Texas
$388K