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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
FA
626
FF Advisors
California
$225K
HI
627
Harbour Investments
Wisconsin
$224K
WANY
628
Wealthspire Advisors (New York)
New York
$223K
HIIFS
629
Harel Insurance Investments & Financial Services
Israel
$221K
Franklin Resources
630
Franklin Resources
California
$220K
GBWM
631
Granite Bay Wealth Management
New Hampshire
$216K
FWM
632
FFT Wealth Management
Pennsylvania
$216K
FA
633
Fermata Advisors
California
$215K
IF
634
Ironwood Financial
Arizona
$213K
UWM
635
USAdvisors Wealth Management
Minnesota
$212K
CWS
636
Cypress Wealth Services
California
$212K
AG
637
Ascent Group
Virginia
$211K
CT
638
Caldwell Trust
Florida
$210K
FFA
639
Frazier Financial Advisors
Ohio
$210K
BC
640
Brio Consultants
California
$209K
SH
641
SLT Holdings
Arizona
$208K
CB
642
Cadence Bank
Mississippi
$207K
IIA
643
Integrity Investment Advisors
Colorado
$205K
WFA
644
WestHill Financial Advisors
California
$204K
HC
645
Hurley Capital
New York
$203K
APP
646
Avantax Planning Partners
Iowa
$203K
HG
647
Harbor Group
New Hampshire
$202K
IWA
648
Icon Wealth Advisors
Texas
$198K
SIC
649
SJS Investment Consulting
Ohio
$194K
RTL
650
Red Tortoise LLC
Georgia
$185K