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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
HSG
51
Helen Stephens Group
Texas
$29.6M +$946K +16,617 +3%
FCAS
52
First Command Advisory Services
Texas
$29.4M -$1.98M -34,760 -6%
BHWM
53
Beaird Harris Wealth Management
Texas
$29.2M +$115K +2,021 +0.4%
MFWP
54
Mosaic Family Wealth Partners
Missouri
$28.9M +$1.33M +23,429 +5%
PCI
55
Planning Center Inc
Illinois
$28.8M -$186K -3,274 -0.7%
TWA
56
TCI Wealth Advisors
Arizona
$27.9M -$198K -3,470 -0.7%
UBS Group
57
UBS Group
Switzerland
$27.2M +$2.58M +45,271 +11%
FH
58
Financial Harvest
Florida
$26.9M +$508K +8,922 +2%
PWM
59
PBMares Wealth Management
Virginia
$26.3M -$20.4K -358 -0.1%
AssetMark Inc
60
AssetMark Inc
California
$26.2M -$167K -2,927 -0.6%
AWM
61
AE Wealth Management
Kansas
$25.9M -$1.2M -21,129 -5%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$25.6M -$567K -9,950 -2%
WG
63
Watchman Group
Texas
$25.2M -$307K -5,392 -1%
TFM
64
TFC Financial Management
Massachusetts
$25M -$108K -1,897 -0.4%
SIMC
65
Squire Investment Management Company
Utah
$24.9M +$230K +4,040 +1%
FG
66
Foster Group
Iowa
$24.7M -$3.44M -60,447 -12%
MWM
67
Meritas Wealth Management
California
$24.6M -$556K -9,756 -2%
CSIA
68
Conrad Siegel Investment Advisors
Pennsylvania
$24.2M +$277K +4,870 +1%
CWS
69
Confluence Wealth Services
Pennsylvania
$23.9M +$1.92M +33,645 +9%
DEM
70
Disciplined Equity Management
Florida
$23.7M +$252K +4,416 +1%
Two Sigma Investments
71
Two Sigma Investments
New York
$23.5M +$23M +403,300 New
ACG
72
Allen Capital Group
Nebraska
$23.2M +$930K +16,336 +4%
LFA
73
Lauterbach Financial Advisors
Texas
$23.2M +$111K +1,951 +0.5%
EWA
74
Exencial Wealth Advisors
Oklahoma
$22.9M +$113K +1,984 +0.5%
SFS
75
Summit Financial Strategies
Ohio
$22.6M +$915K +16,064 +4%