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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
HC
651
Hurley Capital
New York
$203K -$9.85K -173 -5%
APP
652
Avantax Planning Partners
Iowa
$203K +$198K +3,479 New
HG
653
Harbor Group
New Hampshire
$202K +$198K +3,470 New
IWA
654
Icon Wealth Advisors
Texas
$198K
SIC
655
SJS Investment Consulting
Ohio
$194K -$89.5K -1,571 -32%
RTL
656
Red Tortoise LLC
Georgia
$185K
RIL
657
Rothschild Investment LLC
Illinois
$182K
GFWA
658
Grey Fox Wealth Advisors
Delaware
$170K +$167K +2,929 New
AF
659
Advisornet Financial
Minnesota
$170K +$513 +9 +0.3%
SAM
660
S.A. Mason
Michigan
$165K
National Bank of Canada
661
National Bank of Canada
Quebec, Canada
$164K
PGAM
662
Princeton Global Asset Management
New Jersey
$146K
CA
663
Clearstead Advisors
Ohio
$145K -$177K -3,106 -55%
CIAS
664
Capital Investment Advisory Services
North Carolina
$145K -$22.9K -402 -14%
M
665
MOTCO
Texas
$137K
CMBA
666
C.M. Bidwell & Associates
Hawaii
$133K -$4.5K -79 -3%
IRC
667
Investors Research Corp
Georgia
$130K
GTAM
668
Global Trust Asset Management
Florida
$129K
GWS
669
Glassman Wealth Services
Virginia
$120K
UB
670
UMB Bank
Missouri
$115K -$15K -264 -12%
HNB
671
Huntington National Bank
Ohio
$113K
CIR
672
Clear Investment Research
Georgia
$96.5K +$342 +6 +0.4%
AWM
673
Abound Wealth Management
Tennessee
$94.3K +$92.3K +1,620 New
S
674
SignatureFD
Georgia
$93.6K +$57 +1 +0.1%
TIM
675
Tortoise Investment Management
New York
$90.2K