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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
WAS
726
Winch Advisory Services
Wisconsin
$2.54K +$57 +1 +2%
PWA
727
Physician Wealth Advisors
Utah
$2.1K
AIC
728
Archer Investment Corporation
Indiana
$2.04K
NEWAS
729
N.E.W. Advisory Services
Wisconsin
$1.8K
BWMG
730
Bannerman Wealth Management Group
Texas
-$835K -15,478 Closed
CPSAC
731
Chas P. Smith & Associates (CPS)
Florida
-$662K -12,271 Closed
FPCP
732
Fort Point Capital Partners
California
-$540K -10,000 Closed
GT
733
Greenleaf Trust
Michigan
-$416K -7,707 Closed
TC
734
TownSquare Capital
Utah
-$384K -7,122 Closed
CIM
735
Cambria Investment Management
California
-$315K -5,844 Closed
EF
736
Empowered Funds
Pennsylvania
-$315K -5,844 Closed
TA
737
TFB Advisors
Kansas
-$285K -5,288 Closed
GAM
738
GEM Asset Management
Michigan
-$246K -4,428 Closed
BAAM
739
Baker Avenue Asset Management
California
-$228K -4,234 Closed
QCM
740
QRG Capital Management
Illinois
-$223K -4,130 Closed
OCM
741
One Capital Management
California
-$207K -3,844 Closed
SFC
742
Strategic Financial Concepts
Texas
-$204K -3,775 Closed
BCM
743
Basso Capital Management
Connecticut
-$162K -3,000 Closed
RFA
744
Reyes Financial Architecture
California
-$105K -1,954 Closed
SC
745
SouthState Corp
Florida
-$84K -1,557 Closed
WTFG
746
Wood Tarver Financial Group
Idaho
-$71K -1,318 Closed
AAS
747
Ameritas Advisory Services
Nebraska
-$69.3K -1,285 Closed
BA
748
Bellwether Advisors
Nebraska
-$65.1K -1,206 Closed
SS
749
Sunbelt Securities
Texas
-$57.7K -1,036 Closed
BIG
750
Brooklyn Investment Group
New York
-$52.7K -976 Closed