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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
CCMI
701
Creative Capital Management Investments
California
$20.7K
GCM
702
Gables Capital Management
Florida
$18.6K
SWIM
703
Smallwood Wealth Investment Management
New Jersey
$18K
SNB
704
Security National Bank
Nebraska
$17.2K
PA
705
Pineridge Advisors
Missouri
$11.3K
EWM
706
Evermay Wealth Management
Virginia
$9.9K
TC
707
Truvestments Capital
Florida
$9.45K
WIM
708
Westside Investment Management
California
$6.66K
CSC
709
Caldwell Sutter Capital
California
$6.52K
CAL
710
Capital Analysts LLC
Pennsylvania
$5K
QC
711
Quent Capital
New York
$4.83K
TCOV
712
Trust Company of Vermont
Vermont
$3.32K
WAS
713
Winch Advisory Services
Wisconsin
$2.54K
PWA
714
Physician Wealth Advisors
Utah
$2.1K
AIC
715
Archer Investment Corporation
Indiana
$2.04K
NEWAS
716
N.E.W. Advisory Services
Wisconsin
$1.8K
BWMG
717
Bannerman Wealth Management Group
Texas
CPSAC
718
Chas P. Smith & Associates (CPS)
Florida
FPCP
719
Fort Point Capital Partners
California
GT
720
Greenleaf Trust
Michigan
TC
721
TownSquare Capital
Utah
CIM
722
Cambria Investment Management
California
EF
723
Empowered Funds
Pennsylvania
TA
724
TFB Advisors
Kansas
GAM
725
GEM Asset Management
Michigan