We are live on ! Find out more
DFAT icon

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
FWS
576
FinDec Wealth Services
California
$306K -$73.9K -1,298 -20%
VT
577
Vise Technologies
New York
$306K +$299K +5,258 New
SI
578
Stephens Inc
Arkansas
$304K
TCM
579
Towneley Capital Management
California
$304K +$1.42K +25 +0.5%
MSF
580
Mustard Seed Financial
Arkansas
$303K
PC
581
Peavine Capital
Nevada
$302K
PFP
582
Paragon Financial Partners
California
$296K
BIG
583
Brookwood Investment Group
Arizona
$295K +$11.4K +200 +4%
CA
584
CGN Advisors
Kansas
$295K
LW
585
Linscomb Wealth
Texas
$292K
William Blair & Company
586
William Blair & Company
Illinois
$290K +$8.09K +142 +3%
AIP
587
Ameritas Investment Partners
Nebraska
$290K +$1.31K +23 +0.5%
VPP
588
Vertex Planning Partners
Illinois
$288K +$19.9K +349 +8%
VA
589
VestGen Advisors
Illinois
$288K +$281K +4,942 New
CWR
590
Chico Wealth RIA
California
$287K
CPA
591
Cathy Pareto & Associates
Florida
$283K +$1.31K +23 +0.5%
DI
592
Disciplined Investors
Texas
$281K -$19.8K -348 -7%
BBHC
593
Brown Brothers Harriman & Co
New York
$280K
IWM
594
IHT Wealth Management
Illinois
$276K +$1.2K +21 +0.4%
CCA
595
Clarity Capital Advisors
Florida
$273K
GFP
596
Gryphon Financial Partners
Ohio
$273K
CIA
597
Concurrent Investment Advisors
Florida
$270K +$740 +13 +0.3%
SWP
598
Significant Wealth Partners
Illinois
$268K
FA
599
Fiduciary Alliance
South Carolina
$267K -$42.3K -742 -14%
EIG
600
Ellenbecker Investment Group
Wisconsin
$266K +$513 +9 +0.2%