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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
PWAM
676
Private Wealth Asset Management
Iowa
$58.7K
HFS
677
Hantz Financial Services
Michigan
$57K
AAP
678
Arax Advisory Partners
Colorado
$56.9K
FDCP
679
Foster Dykema Cabot & Partners
Massachusetts
$56.8K
CFS
680
CGC Financial Services
Oregon
$54.8K
IWP
681
IAG Wealth Partners
Wisconsin
$49.6K
RDFA
682
Ritter Daniher Financial Advisory
Ohio
$48.4K
NRG
683
Nemes Rush Group
Michigan
$46.4K
IF
684
Integrity Financial
Wyoming
$45.8K
BCWM
685
Bartlett & Co Wealth Management
Ohio
$43.6K
IFS
686
Intelligent Financial Strategies
Minnesota
$42.4K
WP
687
WealthShield Partners
North Carolina
$41.4K
SC
688
Steph & Co
Wisconsin
$41.4K
FCG
689
Financial Connections Group
California
$39K
CIBC Private Wealth Group
690
CIBC Private Wealth Group
Georgia
$38.1K
MWM
691
Mascoma Wealth Management
New Hampshire
$33.5K
PA
692
Parallel Advisors
California
$31.5K
RF
693
Rossby Financial
Florida
$31.4K
TCM
694
Tradewinds Capital Management
Washington
$29.8K
SRCM
695
Signature Resources Capital Management
California
$29.5K
TCOT
696
Trust Company of Toledo
Ohio
$28.9K
RA
697
Rise Advisors
New York
$28.7K
CBT
698
CoreFirst Bank & Trust
Kansas
$25.8K
HWA
699
HHM Wealth Advisors
Tennessee
$23.1K
UCB
700
United Community Bank
South Carolina
$21.9K