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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
BWA
76
Babb Wealth Advisors
Arizona
$22.1M
CL
77
Choreo LLC
Illinois
$20.9M
Betterment LLC
78
Betterment LLC
New York
$20.8M
CFGA
79
Cambridge Financial Group (Arizona)
Arizona
$20.5M
Jones Financial Companies
80
Jones Financial Companies
Missouri
$20.5M
BTWM
81
Baker Tilly Wealth Management
Wisconsin
$20.3M
TFP
82
Triune Financial Partners
Kansas
$20.3M
THL
83
Tillman Hartley LLC
Colorado
$20.2M
Financial Engines Advisors
84
Financial Engines Advisors
California
$20.1M
Pathstone Holdings
85
Pathstone Holdings
New Jersey
$20.1M
W
86
WPWealth
Texas
$19.7M
DWM
87
Dopkins Wealth Management
New York
$19.5M
MSWM
88
Master's Wealth Management
Pennsylvania
$19.3M
CPA
89
Cardiff Park Advisors
California
$19M
EH
90
Equitable Holdings
New York
$18.9M
SWM
91
Sterling Wealth Management
Illinois
$18.8M
RCI
92
RS Crum Inc
California
$18.4M
KFG
93
Kelly Financial Group
Connecticut
$18.2M
VWA
94
Visionary Wealth Advisors
Illinois
$18M
HNWA
95
Henrickson Nauta Wealth Advisors
Michigan
$17.7M
AUB
96
Atlantic Union Bankshares
Virginia
$17.7M
LW
97
Libra Wealth
California
$17.5M
PA
98
Prism Advisors
California
$17.3M
ACM
99
Aspen Capital Management
Idaho
$17.2M
BGWM
100
Bridge Generations Wealth Management
Florida
$17.1M