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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
VA
551
Valmark Advisers
Ohio
$334K
TP
552
Tranquility Partners
Tennessee
$333K
TCA
553
Transcend Capital Advisors
New Jersey
$333K
VCM
554
Vision Capital Management
Oregon
$332K
VFP
555
Verus Financial Partners
Virginia
$331K
WWM
556
Whalen Wealth Management
Nevada
$330K
HA
557
Hanover Advisors
South Carolina
$326K
AFAS
558
Acorn Financial Advisory Services
Virginia
$325K
CFG
559
Citizens Financial Group
Rhode Island
$324K
MWA
560
Midland Wealth Advisors
Illinois
$324K
YWM
561
Yoder Wealth Management
California
$323K
TFS
562
Thoroughbred Financial Services
Tennessee
$320K
PA
563
Pinnacle Associates
New York
$319K
ANB
564
Amarillo National Bank
Texas
$318K
PWMAG
565
Pinnacle Wealth Management Advisory Group
New Jersey
$317K
PA
566
PFG Advisors
Arizona
$312K
SWM
567
Silverlake Wealth Management
Vermont
$311K
CCM
568
Cloud Capital Management
Washington
$310K
GA
569
Goldstein Advisors
Wisconsin
$309K
WSFS
570
Wilmington Savings Fund Society
Delaware
$309K
KFP
571
Keener Financial Planning
Texas
$307K
FWS
572
FinDec Wealth Services
California
$306K
VT
573
Vise Technologies
New York
$306K
SI
574
Stephens Inc
Arkansas
$304K
TCM
575
Towneley Capital Management
California
$304K