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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
HSG
51
Helen Stephens Group
Texas
$29.6M
FCAS
52
First Command Advisory Services
Texas
$29.4M
BHWM
53
Beaird Harris Wealth Management
Texas
$29.2M
MFWP
54
Mosaic Family Wealth Partners
Missouri
$28.9M
PCI
55
Planning Center Inc
Illinois
$28.8M
TWA
56
TCI Wealth Advisors
Arizona
$27.9M
UBS Group
57
UBS Group
Switzerland
$27.2M
FH
58
Financial Harvest
Florida
$26.9M
PWM
59
PBMares Wealth Management
Virginia
$26.3M
AssetMark Inc
60
AssetMark Inc
California
$26.2M
AWM
61
AE Wealth Management
Kansas
$25.9M
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$25.6M
WG
63
Watchman Group
Texas
$25.2M
TFM
64
TFC Financial Management
Massachusetts
$25M
SIMC
65
Squire Investment Management Company
Utah
$24.9M
FG
66
Foster Group
Iowa
$24.7M
MWM
67
Meritas Wealth Management
California
$24.6M
CSIA
68
Conrad Siegel Investment Advisors
Pennsylvania
$24.2M
CWS
69
Confluence Wealth Services
Pennsylvania
$23.9M
DEM
70
Disciplined Equity Management
Florida
$23.7M
Two Sigma Investments
71
Two Sigma Investments
New York
$23.5M
ACG
72
Allen Capital Group
Nebraska
$23.2M
LFA
73
Lauterbach Financial Advisors
Texas
$23.2M
EWA
74
Exencial Wealth Advisors
Oklahoma
$22.9M
SFS
75
Summit Financial Strategies
Ohio
$22.6M