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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
FCAS
51
First Command Advisory Services
Texas
$29.4M
BHWM
52
Beaird Harris Wealth Management
Texas
$29.2M
MFWP
53
Mosaic Family Wealth Partners
Missouri
$28.9M
PCI
54
Planning Center Inc
Illinois
$28.8M
TWA
55
TCI Wealth Advisors
Arizona
$27.9M
UBS Group
56
UBS Group
Switzerland
$27.2M
FH
57
Financial Harvest
Florida
$26.9M
PWM
58
PBMares Wealth Management
Virginia
$26.3M
AssetMark Inc
59
AssetMark Inc
California
$26.2M
AWM
60
AE Wealth Management
Kansas
$25.9M
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$25.6M
WG
62
Watchman Group
Texas
$25.2M
TFM
63
TFC Financial Management
Massachusetts
$25M
SIMC
64
Squire Investment Management Company
Utah
$24.9M
FG
65
Foster Group
Iowa
$24.7M
MWM
66
Meritas Wealth Management
California
$24.6M
CSIA
67
Conrad Siegel Investment Advisors
Pennsylvania
$24.2M
CWS
68
Confluence Wealth Services
Pennsylvania
$23.9M
DEM
69
Disciplined Equity Management
Florida
$23.7M
Two Sigma Investments
70
Two Sigma Investments
New York
$23.5M
ACG
71
Allen Capital Group
Nebraska
$23.2M
LFA
72
Lauterbach Financial Advisors
Texas
$23.2M
EWA
73
Exencial Wealth Advisors
Oklahoma
$22.9M
SFS
74
Summit Financial Strategies
Ohio
$22.6M
TWP
75
TFO Wealth Partners
Ohio
$22.2M