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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
VA
576
VestGen Advisors
Illinois
$288K
CWR
577
Chico Wealth RIA
California
$287K
CPA
578
Cathy Pareto & Associates
Florida
$283K
DI
579
Disciplined Investors
Texas
$281K
BBHC
580
Brown Brothers Harriman & Co
New York
$280K
IWM
581
IHT Wealth Management
Illinois
$276K
CCA
582
Clarity Capital Advisors
Florida
$273K
GFP
583
Gryphon Financial Partners
Ohio
$273K
CIA
584
Concurrent Investment Advisors
Florida
$270K
SWP
585
Significant Wealth Partners
Illinois
$268K
FA
586
Fiduciary Alliance
South Carolina
$267K
EIG
587
Ellenbecker Investment Group
Wisconsin
$266K
TSS
588
Two Sigma Securities
New York
$265K
KFI
589
Key Financial Inc
Pennsylvania
$264K
DJSG
590
D.J. St. Germain
Massachusetts
$261K
AI
591
Accredited Investors
Minnesota
$260K
SCM
592
SCS Capital Management
Massachusetts
$259K
DWM
593
Destination Wealth Management
California
$258K
BB
594
Busey Bank
Illinois
$257K
NC
595
North Capital
Utah
$256K
APC
596
Asset Planning Corporation
Tennessee
$254K
WWM
597
Woodside Wealth Management
Massachusetts
$251K
PS
598
Principal Securities
Iowa
$250K
GM
599
GeoWealth Management
Illinois
$250K
VA
600
Vident Advisory
Georgia
$250K