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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
SCM
601
SCS Capital Management
Massachusetts
$259K
DWM
602
Destination Wealth Management
California
$258K
BB
603
Busey Bank
Illinois
$257K
NC
604
North Capital
Utah
$256K
APC
605
Asset Planning Corporation
Tennessee
$254K
WWM
606
Woodside Wealth Management
Massachusetts
$251K
PS
607
Principal Securities
Iowa
$250K
GM
608
GeoWealth Management
Illinois
$250K
VA
609
Vident Advisory
Georgia
$250K
WTA
610
Washington Trust Advisors
Massachusetts
$247K
CSIC
611
Clifford Swan Investment Counsel
California
$245K
RMDI
612
R.M. Davis Inc
Maine
$243K
FFM
613
Flagstone Financial Management
Nebraska
$239K
SWM
614
SilverOak Wealth Management
Minnesota
$238K
DWM
615
Drive Wealth Management
Utah
$237K
GWM
616
GDS Wealth Management
Texas
$237K
GPW
617
Gentry Private Wealth
Kansas
$236K
CWM
618
Core Wealth Management
Florida
$234K
MAG
619
Mokosak Advisory Group
Iowa
$234K
PP
620
Pacifica Partners
Canada
$233K
Fisher Asset Management
621
Fisher Asset Management
Washington
$232K
DOA
622
D'Orazio & Associates
Virginia
$232K
SWP
623
Sagespring Wealth Partners
Tennessee
$231K
PFA
624
Pettinga Financial Advisors
Indiana
$230K
NRW
625
Nova R Wealth
Kansas
$228K