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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
CMP
676
Coston McIsaac & Partners
Maine
$84K
WT
677
Whittier Trust
California
$78.2K +$57 +1 +0.1%
PCA
678
Providence Capital Advisors
North Carolina
$77.4K
AFG
679
Albion Financial Group
Utah
$75.7K
CFFP
680
Center for Financial Planning
Michigan
$75.7K
JWM
681
JPL Wealth Management
Colorado
$74K +$72.5K +1,272 New
RWS
682
Retirement Wealth Solutions
Wisconsin
$72K +$70.5K +1,237 New
MSWA
683
Marshall & Sterling Wealth Advisors
New York
$71.8K
ME
684
McIlrath & Eck
Washington
$71.3K +$28.9K +507 +71%
SN
685
Sittner & Nelson
Oregon
$70.6K
AWM
686
Angeles Wealth Management
California
$65.4K
TCA
687
Trifecta Capital Advisors
Illinois
$65K
HR
688
Howe & Rusling
New York
$64.1K
PWAM
689
Private Wealth Asset Management
Iowa
$58.7K
HFS
690
Hantz Financial Services
Michigan
$57K
AAP
691
Arax Advisory Partners
Colorado
$56.9K -$16.3K -287 -23%
FDCP
692
Foster Dykema Cabot & Partners
Massachusetts
$56.8K
CFS
693
CGC Financial Services
Oregon
$54.8K
IWP
694
IAG Wealth Partners
Wisconsin
$49.6K +$37.8K +663 +351%
RDFA
695
Ritter Daniher Financial Advisory
Ohio
$48.4K
NRG
696
Nemes Rush Group
Michigan
$46.4K +$8.88K +156 +24%
IF
697
Integrity Financial
Wyoming
$45.8K
BCWM
698
Bartlett & Co Wealth Management
Ohio
$43.6K
IFS
699
Intelligent Financial Strategies
Minnesota
$42.4K
WP
700
WealthShield Partners
North Carolina
$41.4K