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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
SF
626
Summit Financial
New Jersey
$228K
Renaissance Technologies
627
Renaissance Technologies
New York
$227K
FA
628
FF Advisors
California
$225K
HI
629
Harbour Investments
Wisconsin
$224K
WANY
630
Wealthspire Advisors (New York)
New York
$223K
HIIFS
631
Harel Insurance Investments & Financial Services
Israel
$221K
Franklin Resources
632
Franklin Resources
California
$220K
GBWM
633
Granite Bay Wealth Management
New Hampshire
$216K
FWM
634
FFT Wealth Management
Pennsylvania
$216K
FA
635
Fermata Advisors
California
$215K
IF
636
Ironwood Financial
Arizona
$213K
UWM
637
USAdvisors Wealth Management
Minnesota
$212K
CWS
638
Cypress Wealth Services
California
$212K
AG
639
Ascent Group
Virginia
$211K
CT
640
Caldwell Trust
Florida
$210K
FFA
641
Frazier Financial Advisors
Ohio
$210K
BC
642
Brio Consultants
California
$209K
SH
643
SLT Holdings
Arizona
$208K
CB
644
Cadence Bank
Mississippi
$207K
IIA
645
Integrity Investment Advisors
Colorado
$205K
WFA
646
WestHill Financial Advisors
California
$204K
HC
647
Hurley Capital
New York
$203K
APP
648
Avantax Planning Partners
Iowa
$203K
HG
649
Harbor Group
New Hampshire
$202K
IWA
650
Icon Wealth Advisors
Texas
$198K