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Dimensional US Targeted Value ETF

722 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, 273 increasing their positions, 242 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
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
WDL
526
Well Done LLC
Michigan
$386K
WFA
527
WMG Financial Advisors
Tennessee
$379K
WS
528
Wedbush Securities
California
$379K
OIS
529
Okabena Investment Services
Minnesota
$377K
MCM
530
Mitchell Capital Management
Kansas
$377K
Bank of New York Mellon
531
Bank of New York Mellon
New York
$373K
IP
532
Integras Partners
Georgia
$369K
FA
533
Fortis Advisors
Pennsylvania
$369K
RWM
534
Rialto Wealth Management
New York
$368K
FFG
535
First Financial Group
North Carolina
$367K
First Manhattan
536
First Manhattan
New York
$366K
SHF
537
Stage Harbor Financial
Massachusetts
$365K
PCA
538
Prosperity Capital Advisors
Ohio
$364K
BWM
539
BCO Wealth Management
New Mexico
$362K
HIA
540
HTG Investment Advisors
Connecticut
$358K
HTWM
541
Hartmann Taylor Wealth Management
Texas
$356K
LFAS
542
Level Four Advisory Services
Texas
$354K
CFO
543
Collective Family Office
Pennsylvania
$353K
TRCT
544
Tower Research Capital (TRC)
New York
$352K
SAM
545
Sequent Asset Management
Texas
$345K
WAN
546
Wealth Advisors Northwest
Oregon
$343K
SSC
547
Syverson Strege & Co
Iowa
$343K
AIS
548
Accredited Investor Services
Minnesota
$338K
VA
549
Valmark Advisers
Ohio
$334K
TP
550
Tranquility Partners
Tennessee
$333K