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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
TSS
601
Two Sigma Securities
New York
$265K -$32.2K -565 -11%
KFI
602
Key Financial Inc
Pennsylvania
$264K
DJSG
603
D.J. St. Germain
Massachusetts
$261K
AI
604
Accredited Investors
Minnesota
$260K -$44.1K -775 -15%
SCM
605
SCS Capital Management
Massachusetts
$259K
DWM
606
Destination Wealth Management
California
$258K -$161K -2,833 -39%
BB
607
Busey Bank
Illinois
$257K
NC
608
North Capital
Utah
$256K +$1.25K +22 +0.5%
APC
609
Asset Planning Corporation
Tennessee
$254K +$248K +4,362 New
WWM
610
Woodside Wealth Management
Massachusetts
$251K
PS
611
Principal Securities
Iowa
$250K -$75.9K -1,333 -24%
GM
612
GeoWealth Management
Illinois
$250K
VA
613
Vident Advisory
Georgia
$250K
WTA
614
Washington Trust Advisors
Massachusetts
$247K +$241K +4,236 New
CSIC
615
Clifford Swan Investment Counsel
California
$245K
RMDI
616
R.M. Davis Inc
Maine
$243K +$238K +4,176 New
FFM
617
Flagstone Financial Management
Nebraska
$239K
SWM
618
SilverOak Wealth Management
Minnesota
$238K
DWM
619
Drive Wealth Management
Utah
$237K -$1.94K -34 -0.8%
GWM
620
GDS Wealth Management
Texas
$237K -$1.08K -19 -0.5%
GPW
621
Gentry Private Wealth
Kansas
$236K
CWM
622
Core Wealth Management
Florida
$234K -$4.16K -73 -2%
MAG
623
Mokosak Advisory Group
Iowa
$234K +$1.08K +19 +0.5%
PP
624
Pacifica Partners
Canada
$233K
Fisher Asset Management
625
Fisher Asset Management
Washington
$232K +$227K +3,990 New