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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
WPC
501
Wedmont Private Capital
Pennsylvania
$450K
M&T Bank
502
M&T Bank
New York
$450K
MMA
503
Miracle Mile Advisors
California
$449K
PTC
504
Private Trust Company
Ohio
$439K
RI
505
Ridgewood Investments
New Jersey
$435K
MWC
506
MBM Wealth Consultants
Missouri
$434K
MEAC
507
M.E. Allison & Co
Texas
$433K
CT
508
Colonial Trust
South Carolina
$432K
ASN
509
Advisory Services Network
Georgia
$430K
CA
510
Cortland Associates
Missouri
$430K
GWA
511
Geometric Wealth Advisors
District of Columbia
$428K
SCA
512
STALEY CAPITAL ADVISERS
Pennsylvania
$425K
BFA
513
Benningfield Financial Advisors
California
$422K
NG
514
NWK Group
California
$421K
GP
515
Greenline Partners
New York
$421K
BAM
516
Belpointe Asset Management
Nevada
$420K
FCA
517
Fortis Capital Advisors
Kansas
$420K
WCP
518
Wick Capital Partners
Pennsylvania
$418K
DFC
519
DBK Financial Counsel
Ohio
$416K
Comerica Bank
520
Comerica Bank
Texas
$412K
PI
521
Parkside Investments
Illinois
$401K
OC
522
Oakworth Capital
Alabama
$396K
SLT
523
St Louis Trust
Missouri
$394K
AWM
524
Accurate Wealth Management
Florida
$393K
RP
525
Rowlandmiller & Partners
Georgia
$393K