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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
TCA
551
Transcend Capital Advisors
New Jersey
$333K
VCM
552
Vision Capital Management
Oregon
$332K
VFP
553
Verus Financial Partners
Virginia
$331K
WWM
554
Whalen Wealth Management
Nevada
$330K
HA
555
Hanover Advisors
South Carolina
$326K
AFAS
556
Acorn Financial Advisory Services
Virginia
$325K
CFG
557
Citizens Financial Group
Rhode Island
$324K
MWA
558
Midland Wealth Advisors
Illinois
$324K
YWM
559
Yoder Wealth Management
California
$323K
TFS
560
Thoroughbred Financial Services
Tennessee
$320K
PA
561
Pinnacle Associates
New York
$319K
ANB
562
Amarillo National Bank
Texas
$318K
PWMAG
563
Pinnacle Wealth Management Advisory Group
New Jersey
$317K
PA
564
PFG Advisors
Arizona
$312K
SWM
565
Silverlake Wealth Management
Vermont
$311K
CCM
566
Cloud Capital Management
Washington
$310K
GA
567
Goldstein Advisors
Wisconsin
$309K
WSFS
568
Wilmington Savings Fund Society
Delaware
$309K
KFP
569
Keener Financial Planning
Texas
$307K
FWS
570
FinDec Wealth Services
California
$306K
VT
571
Vise Technologies
New York
$306K
SI
572
Stephens Inc
Arkansas
$304K
TCM
573
Towneley Capital Management
California
$304K
MSF
574
Mustard Seed Financial
Arkansas
$303K
PC
575
Peavine Capital
Nevada
$302K