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