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Dimensional US Targeted Value ETF

729 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, 278 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: 278 | Existing positions reduced: 243

2% more funds holding

Funds holding: 716729 (+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
729
Holders Change
+13
Holders Change %
+1.82%
% of All Funds
9.57%
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
278
Reduced
243
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
526
Oakworth Capital
Alabama
$396K
SLT
527
St Louis Trust
Missouri
$394K
AWM
528
Accurate Wealth Management
Florida
$393K +$105K +1,839 +37%
RP
529
Rowlandmiller & Partners
Georgia
$393K
MPAM
530
Murphy Pohlad Asset Management
Minnesota
$390K
IAN
531
Integrated Advisors Network
Texas
$388K -$10.5K -184 -3%
WDL
532
Well Done LLC
Michigan
$386K
WFA
533
WMG Financial Advisors
Tennessee
$379K -$9.74K -171 -3%
WS
534
Wedbush Securities
California
$379K
OIS
535
Okabena Investment Services
Minnesota
$377K
MCM
536
Mitchell Capital Management
Kansas
$377K +$25.2K +443 +7%
Bank of New York Mellon
537
Bank of New York Mellon
New York
$373K -$5.64K -99 -2%
IP
538
Integras Partners
Georgia
$369K +$361K +6,342 New
FA
539
Fortis Advisors
Pennsylvania
$369K +$1.71K +30 +0.5%
RWM
540
Rialto Wealth Management
New York
$368K +$740 +13 +0.2%
FFG
541
First Financial Group
North Carolina
$367K
First Manhattan
542
First Manhattan
New York
$366K +$358K +6,281 New
SHF
543
Stage Harbor Financial
Massachusetts
$365K -$39K -684 -10%
PCA
544
Prosperity Capital Advisors
Ohio
$364K -$1.99K -35 -0.6%
BWM
545
BCO Wealth Management
New Mexico
$362K -$3.19K -56 -0.9%
HIA
546
HTG Investment Advisors
Connecticut
$358K -$66.9K -1,175 -16%
HTWM
547
Hartmann Taylor Wealth Management
Texas
$356K +$45.6K +800 +15%
LFAS
548
Level Four Advisory Services
Texas
$354K +$854 +15 +0.2%
CFO
549
Collective Family Office
Pennsylvania
$353K
TRCT
550
Tower Research Capital (TRC)
New York
$352K -$133K -2,334 -28%