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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
MWA
551
Midland Wealth Advisors
Illinois
$324K
YWM
552
Yoder Wealth Management
California
$323K
TFS
553
Thoroughbred Financial Services
Tennessee
$320K
PA
554
Pinnacle Associates
New York
$319K
ANB
555
Amarillo National Bank
Texas
$318K
PWMAG
556
Pinnacle Wealth Management Advisory Group
New Jersey
$317K
PA
557
PFG Advisors
Arizona
$312K
SWM
558
Silverlake Wealth Management
Vermont
$311K
CCM
559
Cloud Capital Management
Washington
$310K
GA
560
Goldstein Advisors
Wisconsin
$309K
WSFS
561
Wilmington Savings Fund Society
Delaware
$309K
KFP
562
Keener Financial Planning
Texas
$307K
FWS
563
FinDec Wealth Services
California
$306K
VT
564
Vise Technologies
New York
$306K
SI
565
Stephens Inc
Arkansas
$304K
TCM
566
Towneley Capital Management
California
$304K
MSF
567
Mustard Seed Financial
Arkansas
$303K
PC
568
Peavine Capital
Nevada
$302K
PFP
569
Paragon Financial Partners
California
$296K
BIG
570
Brookwood Investment Group
Arizona
$295K
CA
571
CGN Advisors
Kansas
$295K
LW
572
Linscomb Wealth
Texas
$292K
William Blair & Company
573
William Blair & Company
Illinois
$290K
AIP
574
Ameritas Investment Partners
Nebraska
$290K
VPP
575
Vertex Planning Partners
Illinois
$288K