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Dimensional US Targeted Value ETF

728 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 52 funds opening new positions, 277 increasing their positions, 243 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 26

14% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 243

2% more funds holding

Funds holding: 715728 (+13)

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
728
Holders Change
+13
Holders Change %
+1.82%
% of All Funds
9.56%
Holding in Top 10
104
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.89%
% of All Funds
1.37%
New
52
Increased
277
Reduced
243
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
501
CVA Family Office
Colorado
$465K +$369K +6,487 +434%
MWM
502
Modern Wealth Management
Kansas
$464K +$1.54K +27 +0.3%
FIA
503
Foundations Investment Advisors
Arizona
$463K +$175K +3,078 +63%
CFG
504
Clayton Financial Group
Missouri
$462K
WPC
505
Wedmont Private Capital
Pennsylvania
$450K -$77.3K -1,358 -15%
M&T Bank
506
M&T Bank
New York
$450K -$75.7K -1,329 -15%
MMA
507
Miracle Mile Advisors
California
$449K -$3.02K -53 -0.7%
PTC
508
Private Trust Company
Ohio
$439K +$12.2K +215 +3%
RI
509
Ridgewood Investments
New Jersey
$435K +$1.14K +20 +0.3%
MWC
510
MBM Wealth Consultants
Missouri
$434K -$7.41K -130 -2%
MEAC
511
M.E. Allison & Co
Texas
$433K +$171 +3 +0%
CT
512
Colonial Trust
South Carolina
$432K -$19.1K -336 -4%
ASN
513
Advisory Services Network
Georgia
$430K +$19.4K +340 +5%
CA
514
Cortland Associates
Missouri
$430K +$421K +7,395 New
GWA
515
Geometric Wealth Advisors
District of Columbia
$428K
SCA
516
STALEY CAPITAL ADVISERS
Pennsylvania
$425K +$1.94K +34 +0.5%
BFA
517
Benningfield Financial Advisors
California
$422K -$37.5K -658 -8%
NG
518
NWK Group
California
$421K +$32.4K +568 +9%
GP
519
Greenline Partners
New York
$421K +$123K +2,154 +42%
BAM
520
Belpointe Asset Management
Nevada
$420K
FCA
521
Fortis Capital Advisors
Kansas
$420K
WCP
522
Wick Capital Partners
Pennsylvania
$418K +$159K +2,784 +63%
DFC
523
DBK Financial Counsel
Ohio
$416K
Comerica Bank
524
Comerica Bank
Texas
$412K -$68.8K -1,208 -15%
PI
525
Parkside Investments
Illinois
$401K +$392K +6,881 New