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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
SIC
651
SJS Investment Consulting
Ohio
$194K
RTL
652
Red Tortoise LLC
Georgia
$185K
RIL
653
Rothschild Investment LLC
Illinois
$182K
GFWA
654
Grey Fox Wealth Advisors
Delaware
$170K
AF
655
Advisornet Financial
Minnesota
$170K
SAM
656
S.A. Mason
Michigan
$165K
National Bank of Canada
657
National Bank of Canada
Quebec, Canada
$164K
PGAM
658
Princeton Global Asset Management
New Jersey
$146K
CA
659
Clearstead Advisors
Ohio
$145K
CIAS
660
Capital Investment Advisory Services
North Carolina
$145K
M
661
MOTCO
Texas
$137K
CMBA
662
C.M. Bidwell & Associates
Hawaii
$133K
IRC
663
Investors Research Corp
Georgia
$130K
GTAM
664
Global Trust Asset Management
Florida
$129K
GWS
665
Glassman Wealth Services
Virginia
$120K
UB
666
UMB Bank
Missouri
$115K
HNB
667
Huntington National Bank
Ohio
$113K
CIR
668
Clear Investment Research
Georgia
$96.5K
AWM
669
Abound Wealth Management
Tennessee
$94.3K
S
670
SignatureFD
Georgia
$93.6K
TIM
671
Tortoise Investment Management
New York
$90.2K
CMP
672
Coston McIsaac & Partners
Maine
$84K
WT
673
Whittier Trust
California
$78.2K
PCA
674
Providence Capital Advisors
North Carolina
$77.4K
AFG
675
Albion Financial Group
Utah
$75.7K