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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
CIAS
651
Capital Investment Advisory Services
North Carolina
$145K
M
652
MOTCO
Texas
$137K
CMBA
653
C.M. Bidwell & Associates
Hawaii
$133K
IRC
654
Investors Research Corp
Georgia
$130K
GTAM
655
Global Trust Asset Management
Florida
$129K
GWS
656
Glassman Wealth Services
Virginia
$120K
UB
657
UMB Bank
Missouri
$115K
HNB
658
Huntington National Bank
Ohio
$113K
CIR
659
Clear Investment Research
Georgia
$96.5K
AWM
660
Abound Wealth Management
Tennessee
$94.3K
S
661
SignatureFD
Georgia
$93.6K
TIM
662
Tortoise Investment Management
New York
$90.2K
CMP
663
Coston McIsaac & Partners
Maine
$84K
WT
664
Whittier Trust
California
$78.2K
PCA
665
Providence Capital Advisors
North Carolina
$77.4K
AFG
666
Albion Financial Group
Utah
$75.7K
CFFP
667
Center for Financial Planning
Michigan
$75.7K
JWM
668
JPL Wealth Management
Colorado
$74K
RWS
669
Retirement Wealth Solutions
Wisconsin
$72K
MSWA
670
Marshall & Sterling Wealth Advisors
New York
$71.8K
ME
671
McIlrath & Eck
Washington
$71.3K
SN
672
Sittner & Nelson
Oregon
$70.6K
AWM
673
Angeles Wealth Management
California
$65.4K
TCA
674
Trifecta Capital Advisors
Illinois
$65K
HR
675
Howe & Rusling
New York
$64.1K