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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
BB
601
Busey Bank
Illinois
$257K
NC
602
North Capital
Utah
$256K
APC
603
Asset Planning Corporation
Tennessee
$254K
WWM
604
Woodside Wealth Management
Massachusetts
$251K
PS
605
Principal Securities
Iowa
$250K
GM
606
GeoWealth Management
Illinois
$250K
VA
607
Vident Advisory
Georgia
$250K
WTA
608
Washington Trust Advisors
Massachusetts
$247K
CSIC
609
Clifford Swan Investment Counsel
California
$245K
RMDI
610
R.M. Davis Inc
Maine
$243K
FFM
611
Flagstone Financial Management
Nebraska
$239K
SWM
612
SilverOak Wealth Management
Minnesota
$238K
DWM
613
Drive Wealth Management
Utah
$237K
GWM
614
GDS Wealth Management
Texas
$237K
GPW
615
Gentry Private Wealth
Kansas
$236K
CWM
616
Core Wealth Management
Florida
$234K
MAG
617
Mokosak Advisory Group
Iowa
$234K
PP
618
Pacifica Partners
Canada
$233K
Fisher Asset Management
619
Fisher Asset Management
Washington
$232K
DOA
620
D'Orazio & Associates
Virginia
$232K
SWP
621
Sagespring Wealth Partners
Tennessee
$231K
PFA
622
Pettinga Financial Advisors
Indiana
$230K
NRW
623
Nova R Wealth
Kansas
$228K
SF
624
Summit Financial
New Jersey
$228K
Renaissance Technologies
625
Renaissance Technologies
New York
$227K