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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
TWP
76
TFO Wealth Partners
Ohio
$22.2M -$97.2K -1,706 -0.4%
BWA
77
Babb Wealth Advisors
Arizona
$22.1M +$1.16M +20,368 +6%
CL
78
Choreo LLC
Illinois
$20.9M -$859K -15,077 -4%
Betterment LLC
79
Betterment LLC
New York
$20.8M +$864K +15,170 +4%
CFGA
80
Cambridge Financial Group (Arizona)
Arizona
$20.5M +$40.8K +716 +0.2%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$20.5M +$2.46M +43,115 +14%
BTWM
82
Baker Tilly Wealth Management
Wisconsin
$20.3M +$19.1M +335,614 +2,408%
TFP
83
Triune Financial Partners
Kansas
$20.3M +$637K +11,189 +3%
THL
84
Tillman Hartley LLC
Colorado
$20.2M -$372K -6,531 -2%
Financial Engines Advisors
85
Financial Engines Advisors
California
$20.1M +$358K +6,289 +2%
Pathstone Holdings
86
Pathstone Holdings
New Jersey
$20.1M -$1.87M -32,847 -9%
W
87
WPWealth
Texas
$19.7M -$1.36M -23,853 -7%
DWM
88
Dopkins Wealth Management
New York
$19.5M -$219K -3,839 -1%
MSWM
89
Master's Wealth Management
Pennsylvania
$19.3M +$367K +6,438 +2%
CPA
90
Cardiff Park Advisors
California
$19M -$48.6K -853 -0.3%
EH
91
Equitable Holdings
New York
$18.9M +$868K +15,246 +5%
SWM
92
Sterling Wealth Management
Illinois
$18.8M +$1.31M +22,979 +8%
RCI
93
RS Crum Inc
California
$18.4M +$261K +4,582 +1%
KFG
94
Kelly Financial Group
Connecticut
$18.2M +$658K +11,549 +4%
VWA
95
Visionary Wealth Advisors
Illinois
$18M +$2.62M +45,932 +17%
HNWA
96
Henrickson Nauta Wealth Advisors
Michigan
$17.7M +$816K +14,321 +5%
AUB
97
Atlantic Union Bankshares
Virginia
$17.7M +$386K +6,780 +2%
LW
98
Libra Wealth
California
$17.5M -$666K -11,695 -4%
PA
99
Prism Advisors
California
$17.3M +$16.9M +297,553 New
ACM
100
Aspen Capital Management
Idaho
$17.2M -$251K -4,408 -1%