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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
SC
701
Steph & Co
Wisconsin
$41.4K
FCG
702
Financial Connections Group
California
$39K -$28.5K -500 -42%
CIBC Private Wealth Group
703
CIBC Private Wealth Group
Georgia
$38.1K +$13.8K +243 +59%
MWM
704
Mascoma Wealth Management
New Hampshire
$33.5K
PA
705
Parallel Advisors
California
$31.5K
RF
706
Rossby Financial
Florida
$31.4K -$171 -3 -0.6%
TCM
707
Tradewinds Capital Management
Washington
$29.8K
SRCM
708
Signature Resources Capital Management
California
$29.5K
TCOT
709
Trust Company of Toledo
Ohio
$28.9K
RA
710
Rise Advisors
New York
$28.7K -$13.3M -233,655 -100%
CBT
711
CoreFirst Bank & Trust
Kansas
$25.8K +$25.2K +443 New
HWA
712
HHM Wealth Advisors
Tennessee
$23.1K +$22.6K +396 New
UCB
713
United Community Bank
South Carolina
$21.9K
CCMI
714
Creative Capital Management Investments
California
$20.7K +$20.3K +356 New
GCM
715
Gables Capital Management
Florida
$18.6K
SWIM
716
Smallwood Wealth Investment Management
New Jersey
$18K
SNB
717
Security National Bank
Nebraska
$17.2K +$16.8K +295 New
PA
718
Pineridge Advisors
Missouri
$11.3K +$57 +1 +0.5%
EWM
719
Evermay Wealth Management
Virginia
$9.9K
TC
720
Truvestments Capital
Florida
$9.45K -$14.9K -262 -62%
WIM
721
Westside Investment Management
California
$6.66K +$6.49K +114 New
CSC
722
Caldwell Sutter Capital
California
$6.52K
CAL
723
Capital Analysts LLC
Pennsylvania
$5K +$5.07K +89 New
QC
724
Quent Capital
New York
$4.83K +$4.73K +83 New
TCOV
725
Trust Company of Vermont
Vermont
$3.32K +$3.25K +57 New