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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
DOA
626
D'Orazio & Associates
Virginia
$232K -$28.5K -500 -11%
SWP
627
Sagespring Wealth Partners
Tennessee
$231K +$342 +6 +0.2%
PFA
628
Pettinga Financial Advisors
Indiana
$230K
NRW
629
Nova R Wealth
Kansas
$228K +$1.02K +18 +0.5%
SF
630
Summit Financial
New Jersey
$228K +$223K +3,911 New
Renaissance Technologies
631
Renaissance Technologies
New York
$227K -$1.08M -18,900 -83%
FA
632
FF Advisors
California
$225K
HI
633
Harbour Investments
Wisconsin
$224K +$40.8K +716 +23%
WANY
634
Wealthspire Advisors (New York)
New York
$223K -$7.63K -134 -3%
HIIFS
635
Harel Insurance Investments & Financial Services
Israel
$221K
Franklin Resources
636
Franklin Resources
California
$220K +$968 +17 +0.5%
GBWM
637
Granite Bay Wealth Management
New Hampshire
$216K +$212K +3,717 New
FWM
638
FFT Wealth Management
Pennsylvania
$216K
FA
639
Fermata Advisors
California
$215K +$211K +3,700 New
IF
640
Ironwood Financial
Arizona
$213K +$208K +3,653 New
UWM
641
USAdvisors Wealth Management
Minnesota
$212K -$4.16K -73 -2%
CWS
642
Cypress Wealth Services
California
$212K +$207K +3,635 New
AG
643
Ascent Group
Virginia
$211K +$206K +3,622 New
CT
644
Caldwell Trust
Florida
$210K
FFA
645
Frazier Financial Advisors
Ohio
$210K
BC
646
Brio Consultants
California
$209K +$204K +3,588 New
SH
647
SLT Holdings
Arizona
$208K +$203K +3,565 New
CB
648
Cadence Bank
Mississippi
$207K +$203K +3,562 New
IIA
649
Integrity Investment Advisors
Colorado
$205K +$201K +3,524 New
WFA
650
WestHill Financial Advisors
California
$204K +$200K +3,513 New