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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
WTA
601
Washington Trust Advisors
Massachusetts
$247K
CSIC
602
Clifford Swan Investment Counsel
California
$245K
RMDI
603
R.M. Davis Inc
Maine
$243K
FFM
604
Flagstone Financial Management
Nebraska
$239K
SWM
605
SilverOak Wealth Management
Minnesota
$238K
DWM
606
Drive Wealth Management
Utah
$237K
GWM
607
GDS Wealth Management
Texas
$237K
GPW
608
Gentry Private Wealth
Kansas
$236K
CWM
609
Core Wealth Management
Florida
$234K
MAG
610
Mokosak Advisory Group
Iowa
$234K
PP
611
Pacifica Partners
Canada
$233K
Fisher Asset Management
612
Fisher Asset Management
Washington
$232K
DOA
613
D'Orazio & Associates
Virginia
$232K
SWP
614
Sagespring Wealth Partners
Tennessee
$231K
PFA
615
Pettinga Financial Advisors
Indiana
$230K
NRW
616
Nova R Wealth
Kansas
$228K
SF
617
Summit Financial
New Jersey
$228K
Renaissance Technologies
618
Renaissance Technologies
New York
$227K
FA
619
FF Advisors
California
$225K
HI
620
Harbour Investments
Wisconsin
$224K
WANY
621
Wealthspire Advisors (New York)
New York
$223K
HIIFS
622
Harel Insurance Investments & Financial Services
Israel
$221K
Franklin Resources
623
Franklin Resources
California
$220K
GBWM
624
Granite Bay Wealth Management
New Hampshire
$216K
FWM
625
FFT Wealth Management
Pennsylvania
$216K