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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
RWS
676
Retirement Wealth Solutions
Wisconsin
$72K
MSWA
677
Marshall & Sterling Wealth Advisors
New York
$71.8K
ME
678
McIlrath & Eck
Washington
$71.3K
SN
679
Sittner & Nelson
Oregon
$70.6K
AWM
680
Angeles Wealth Management
California
$65.4K
TCA
681
Trifecta Capital Advisors
Illinois
$65K
HR
682
Howe & Rusling
New York
$64.1K
PWAM
683
Private Wealth Asset Management
Iowa
$58.7K
HFS
684
Hantz Financial Services
Michigan
$57K
AAP
685
Arax Advisory Partners
Colorado
$56.9K
FDCP
686
Foster Dykema Cabot & Partners
Massachusetts
$56.8K
CFS
687
CGC Financial Services
Oregon
$54.8K
IWP
688
IAG Wealth Partners
Wisconsin
$49.6K
RDFA
689
Ritter Daniher Financial Advisory
Ohio
$48.4K
NRG
690
Nemes Rush Group
Michigan
$46.4K
IF
691
Integrity Financial
Wyoming
$45.8K
BCWM
692
Bartlett & Co Wealth Management
Ohio
$43.6K
IFS
693
Intelligent Financial Strategies
Minnesota
$42.4K
WP
694
WealthShield Partners
North Carolina
$41.4K
SC
695
Steph & Co
Wisconsin
$41.4K
FCG
696
Financial Connections Group
California
$39K
CIBC Private Wealth Group
697
CIBC Private Wealth Group
Georgia
$38.1K
MWM
698
Mascoma Wealth Management
New Hampshire
$33.5K
PA
699
Parallel Advisors
California
$31.5K
RF
700
Rossby Financial
Florida
$31.4K