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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
MSF
576
Mustard Seed Financial
Arkansas
$303K
PC
577
Peavine Capital
Nevada
$302K
PFP
578
Paragon Financial Partners
California
$296K
BIG
579
Brookwood Investment Group
Arizona
$295K
CA
580
CGN Advisors
Kansas
$295K
LW
581
Linscomb Wealth
Texas
$292K
William Blair & Company
582
William Blair & Company
Illinois
$290K
AIP
583
Ameritas Investment Partners
Nebraska
$290K
VPP
584
Vertex Planning Partners
Illinois
$288K
VA
585
VestGen Advisors
Illinois
$288K
CWR
586
Chico Wealth RIA
California
$287K
CPA
587
Cathy Pareto & Associates
Florida
$283K
DI
588
Disciplined Investors
Texas
$281K
BBHC
589
Brown Brothers Harriman & Co
New York
$280K
IWM
590
IHT Wealth Management
Illinois
$276K
CCA
591
Clarity Capital Advisors
Florida
$273K
GFP
592
Gryphon Financial Partners
Ohio
$273K
CIA
593
Concurrent Investment Advisors
Florida
$270K
SWP
594
Significant Wealth Partners
Illinois
$268K
FA
595
Fiduciary Alliance
South Carolina
$267K
EIG
596
Ellenbecker Investment Group
Wisconsin
$266K
TSS
597
Two Sigma Securities
New York
$265K
KFI
598
Key Financial Inc
Pennsylvania
$264K
DJSG
599
D.J. St. Germain
Massachusetts
$261K
AI
600
Accredited Investors
Minnesota
$260K