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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
RIL
651
Rothschild Investment LLC
Illinois
$182K
GFWA
652
Grey Fox Wealth Advisors
Delaware
$170K
AF
653
Advisornet Financial
Minnesota
$170K
SAM
654
S.A. Mason
Michigan
$165K
National Bank of Canada
655
National Bank of Canada
Quebec, Canada
$164K
PGAM
656
Princeton Global Asset Management
New Jersey
$146K
CA
657
Clearstead Advisors
Ohio
$145K
CIAS
658
Capital Investment Advisory Services
North Carolina
$145K
M
659
MOTCO
Texas
$137K
CMBA
660
C.M. Bidwell & Associates
Hawaii
$133K
IRC
661
Investors Research Corp
Georgia
$130K
GTAM
662
Global Trust Asset Management
Florida
$129K
GWS
663
Glassman Wealth Services
Virginia
$120K
UB
664
UMB Bank
Missouri
$115K
HNB
665
Huntington National Bank
Ohio
$113K
CIR
666
Clear Investment Research
Georgia
$96.5K
AWM
667
Abound Wealth Management
Tennessee
$94.3K
S
668
SignatureFD
Georgia
$93.6K
TIM
669
Tortoise Investment Management
New York
$90.2K
CMP
670
Coston McIsaac & Partners
Maine
$84K
WT
671
Whittier Trust
California
$78.2K
PCA
672
Providence Capital Advisors
North Carolina
$77.4K
AFG
673
Albion Financial Group
Utah
$75.7K
CFFP
674
Center for Financial Planning
Michigan
$75.7K
JWM
675
JPL Wealth Management
Colorado
$74K