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Dimensional US Targeted Value ETF

728 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, 277 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: 277 | Existing positions reduced: 243

2% more funds holding

Funds holding: 715728 (+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
728
Holders Change
+13
Holders Change %
+1.82%
% of All Funds
9.56%
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
277
Reduced
243
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
551
Sequent Asset Management
Texas
$345K
WAN
552
Wealth Advisors Northwest
Oregon
$343K -$46.1K -810 -12%
SSC
553
Syverson Strege & Co
Iowa
$343K +$1.37K +24 +0.4%
AIS
554
Accredited Investor Services
Minnesota
$338K +$399 +7 +0.1%
VA
555
Valmark Advisers
Ohio
$334K +$10.9K +192 +3%
TP
556
Tranquility Partners
Tennessee
$333K
TCA
557
Transcend Capital Advisors
New Jersey
$333K
VCM
558
Vision Capital Management
Oregon
$332K
VFP
559
Verus Financial Partners
Virginia
$331K -$32.6K -572 -9%
WWM
560
Whalen Wealth Management
Nevada
$330K +$1.54K +27 +0.5%
HA
561
Hanover Advisors
South Carolina
$326K +$19.8K +347 +7%
AFAS
562
Acorn Financial Advisory Services
Virginia
$325K
CFG
563
Citizens Financial Group
Rhode Island
$324K +$1.02K +18 +0.3%
MWA
564
Midland Wealth Advisors
Illinois
$324K +$1.48K +26 +0.5%
YWM
565
Yoder Wealth Management
California
$323K
TFS
566
Thoroughbred Financial Services
Tennessee
$320K -$22.8K -400 -7%
PA
567
Pinnacle Associates
New York
$319K +$312K +5,484 New
ANB
568
Amarillo National Bank
Texas
$318K
PWMAG
569
Pinnacle Wealth Management Advisory Group
New Jersey
$317K +$311K +5,454 New
PA
570
PFG Advisors
Arizona
$312K +$7.23K +127 +2%
SWM
571
Silverlake Wealth Management
Vermont
$311K -$95.7K -1,680 -24%
CCM
572
Cloud Capital Management
Washington
$310K +$4.5K +79 +2%
GA
573
Goldstein Advisors
Wisconsin
$309K
WSFS
574
Wilmington Savings Fund Society
Delaware
$309K -$223K -3,908 -42%
KFP
575
Keener Financial Planning
Texas
$307K