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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
PA
701
Parallel Advisors
California
$31.5K
RF
702
Rossby Financial
Florida
$31.4K
TCM
703
Tradewinds Capital Management
Washington
$29.8K
SRCM
704
Signature Resources Capital Management
California
$29.5K
TCOT
705
Trust Company of Toledo
Ohio
$28.9K
RA
706
Rise Advisors
New York
$28.7K
CBT
707
CoreFirst Bank & Trust
Kansas
$25.8K
HWA
708
HHM Wealth Advisors
Tennessee
$23.1K
UCB
709
United Community Bank
South Carolina
$21.9K
CCMI
710
Creative Capital Management Investments
California
$20.7K
GCM
711
Gables Capital Management
Florida
$18.6K
SWIM
712
Smallwood Wealth Investment Management
New Jersey
$18K
SNB
713
Security National Bank
Nebraska
$17.2K
PA
714
Pineridge Advisors
Missouri
$11.3K
EWM
715
Evermay Wealth Management
Virginia
$9.9K
TC
716
Truvestments Capital
Florida
$9.45K
WIM
717
Westside Investment Management
California
$6.66K
CSC
718
Caldwell Sutter Capital
California
$6.52K
CAL
719
Capital Analysts LLC
Pennsylvania
$5K
QC
720
Quent Capital
New York
$4.83K
TCOV
721
Trust Company of Vermont
Vermont
$3.32K
WAS
722
Winch Advisory Services
Wisconsin
$2.54K
PWA
723
Physician Wealth Advisors
Utah
$2.1K
AIC
724
Archer Investment Corporation
Indiana
$2.04K
NEWAS
725
N.E.W. Advisory Services
Wisconsin
$1.8K