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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
FA
626
Fermata Advisors
California
$215K
IF
627
Ironwood Financial
Arizona
$213K
UWM
628
USAdvisors Wealth Management
Minnesota
$212K
CWS
629
Cypress Wealth Services
California
$212K
AG
630
Ascent Group
Virginia
$211K
CT
631
Caldwell Trust
Florida
$210K
FFA
632
Frazier Financial Advisors
Ohio
$210K
BC
633
Brio Consultants
California
$209K
SH
634
SLT Holdings
Arizona
$208K
CB
635
Cadence Bank
Mississippi
$207K
IIA
636
Integrity Investment Advisors
Colorado
$205K
WFA
637
WestHill Financial Advisors
California
$204K
HC
638
Hurley Capital
New York
$203K
APP
639
Avantax Planning Partners
Iowa
$203K
HG
640
Harbor Group
New Hampshire
$202K
IWA
641
Icon Wealth Advisors
Texas
$198K
SIC
642
SJS Investment Consulting
Ohio
$194K
RTL
643
Red Tortoise LLC
Georgia
$185K
RIL
644
Rothschild Investment LLC
Illinois
$182K
GFWA
645
Grey Fox Wealth Advisors
Delaware
$170K
AF
646
Advisornet Financial
Minnesota
$170K
SAM
647
S.A. Mason
Michigan
$165K
National Bank of Canada
648
National Bank of Canada
Quebec, Canada
$164K
PGAM
649
Princeton Global Asset Management
New Jersey
$146K
CA
650
Clearstead Advisors
Ohio
$145K