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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
CFFP
676
Center for Financial Planning
Michigan
$75.7K
JWM
677
JPL Wealth Management
Colorado
$74K
RWS
678
Retirement Wealth Solutions
Wisconsin
$72K
MSWA
679
Marshall & Sterling Wealth Advisors
New York
$71.8K
ME
680
McIlrath & Eck
Washington
$71.3K
SN
681
Sittner & Nelson
Oregon
$70.6K
AWM
682
Angeles Wealth Management
California
$65.4K
TCA
683
Trifecta Capital Advisors
Illinois
$65K
HR
684
Howe & Rusling
New York
$64.1K
PWAM
685
Private Wealth Asset Management
Iowa
$58.7K
HFS
686
Hantz Financial Services
Michigan
$57K
AAP
687
Arax Advisory Partners
Colorado
$56.9K
FDCP
688
Foster Dykema Cabot & Partners
Massachusetts
$56.8K
CFS
689
CGC Financial Services
Oregon
$54.8K
IWP
690
IAG Wealth Partners
Wisconsin
$49.6K
RDFA
691
Ritter Daniher Financial Advisory
Ohio
$48.4K
NRG
692
Nemes Rush Group
Michigan
$46.4K
IF
693
Integrity Financial
Wyoming
$45.8K
BCWM
694
Bartlett & Co Wealth Management
Ohio
$43.6K
IFS
695
Intelligent Financial Strategies
Minnesota
$42.4K
WP
696
WealthShield Partners
North Carolina
$41.4K
SC
697
Steph & Co
Wisconsin
$41.4K
FCG
698
Financial Connections Group
California
$39K
CIBC Private Wealth Group
699
CIBC Private Wealth Group
Georgia
$38.1K
MWM
700
Mascoma Wealth Management
New Hampshire
$33.5K