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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
MPAM
526
Murphy Pohlad Asset Management
Minnesota
$390K
IAN
527
Integrated Advisors Network
Texas
$388K
WDL
528
Well Done LLC
Michigan
$386K
WFA
529
WMG Financial Advisors
Tennessee
$379K
WS
530
Wedbush Securities
California
$379K
OIS
531
Okabena Investment Services
Minnesota
$377K
MCM
532
Mitchell Capital Management
Kansas
$377K
Bank of New York Mellon
533
Bank of New York Mellon
New York
$373K
IP
534
Integras Partners
Georgia
$369K
FA
535
Fortis Advisors
Pennsylvania
$369K
RWM
536
Rialto Wealth Management
New York
$368K
FFG
537
First Financial Group
North Carolina
$367K
First Manhattan
538
First Manhattan
New York
$366K
SHF
539
Stage Harbor Financial
Massachusetts
$365K
PCA
540
Prosperity Capital Advisors
Ohio
$364K
BWM
541
BCO Wealth Management
New Mexico
$362K
HIA
542
HTG Investment Advisors
Connecticut
$358K
HTWM
543
Hartmann Taylor Wealth Management
Texas
$356K
LFAS
544
Level Four Advisory Services
Texas
$354K
CFO
545
Collective Family Office
Pennsylvania
$353K
TRCT
546
Tower Research Capital (TRC)
New York
$352K
SAM
547
Sequent Asset Management
Texas
$345K
WAN
548
Wealth Advisors Northwest
Oregon
$343K
SSC
549
Syverson Strege & Co
Iowa
$343K
AIS
550
Accredited Investor Services
Minnesota
$338K