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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
PFP
576
Paragon Financial Partners
California
$296K
BIG
577
Brookwood Investment Group
Arizona
$295K
CA
578
CGN Advisors
Kansas
$295K
LW
579
Linscomb Wealth
Texas
$292K
William Blair & Company
580
William Blair & Company
Illinois
$290K
AIP
581
Ameritas Investment Partners
Nebraska
$290K
VPP
582
Vertex Planning Partners
Illinois
$288K
VA
583
VestGen Advisors
Illinois
$288K
CWR
584
Chico Wealth RIA
California
$287K
CPA
585
Cathy Pareto & Associates
Florida
$283K
DI
586
Disciplined Investors
Texas
$281K
BBHC
587
Brown Brothers Harriman & Co
New York
$280K
IWM
588
IHT Wealth Management
Illinois
$276K
CCA
589
Clarity Capital Advisors
Florida
$273K
GFP
590
Gryphon Financial Partners
Ohio
$273K
CIA
591
Concurrent Investment Advisors
Florida
$270K
SWP
592
Significant Wealth Partners
Illinois
$268K
FA
593
Fiduciary Alliance
South Carolina
$267K
EIG
594
Ellenbecker Investment Group
Wisconsin
$266K
TSS
595
Two Sigma Securities
New York
$265K
KFI
596
Key Financial Inc
Pennsylvania
$264K
DJSG
597
D.J. St. Germain
Massachusetts
$261K
AI
598
Accredited Investors
Minnesota
$260K
SCM
599
SCS Capital Management
Massachusetts
$259K
DWM
600
Destination Wealth Management
California
$258K