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Dimensional US Targeted Value ETF

715 hedge funds and large institutions have $8.8B invested in Dimensional US Targeted Value ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 267 increasing their positions, 241 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
103
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
IP
526
Integras Partners
Georgia
$369K
FA
527
Fortis Advisors
Pennsylvania
$369K
RWM
528
Rialto Wealth Management
New York
$368K
FFG
529
First Financial Group
North Carolina
$367K
First Manhattan
530
First Manhattan
New York
$366K
SHF
531
Stage Harbor Financial
Massachusetts
$365K
PCA
532
Prosperity Capital Advisors
Ohio
$364K
BWM
533
BCO Wealth Management
New Mexico
$362K
HIA
534
HTG Investment Advisors
Connecticut
$358K
HTWM
535
Hartmann Taylor Wealth Management
Texas
$356K
LFAS
536
Level Four Advisory Services
Texas
$354K
CFO
537
Collective Family Office
Pennsylvania
$353K
TRCT
538
Tower Research Capital (TRC)
New York
$352K
SAM
539
Sequent Asset Management
Texas
$345K
WAN
540
Wealth Advisors Northwest
Oregon
$343K
AIS
541
Accredited Investor Services
Minnesota
$338K
VA
542
Valmark Advisers
Ohio
$334K
TP
543
Tranquility Partners
Tennessee
$333K
TCA
544
Transcend Capital Advisors
New Jersey
$333K
VCM
545
Vision Capital Management
Oregon
$332K
VFP
546
Verus Financial Partners
Virginia
$331K
WWM
547
Whalen Wealth Management
Nevada
$330K
HA
548
Hanover Advisors
South Carolina
$326K
AFAS
549
Acorn Financial Advisory Services
Virginia
$325K
CFG
550
Citizens Financial Group
Rhode Island
$324K