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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
TWP
76
TFO Wealth Partners
Ohio
$22.2M
BWA
77
Babb Wealth Advisors
Arizona
$22.1M
CL
78
Choreo LLC
Illinois
$20.9M
Betterment LLC
79
Betterment LLC
New York
$20.8M
CFGA
80
Cambridge Financial Group (Arizona)
Arizona
$20.5M
Jones Financial Companies
81
Jones Financial Companies
Missouri
$20.5M
BTWM
82
Baker Tilly Wealth Management
Wisconsin
$20.3M
TFP
83
Triune Financial Partners
Kansas
$20.3M
THL
84
Tillman Hartley LLC
Colorado
$20.2M
Financial Engines Advisors
85
Financial Engines Advisors
California
$20.1M
Pathstone Holdings
86
Pathstone Holdings
New Jersey
$20.1M
W
87
WPWealth
Texas
$19.7M
DWM
88
Dopkins Wealth Management
New York
$19.5M
MSWM
89
Master's Wealth Management
Pennsylvania
$19.3M
CPA
90
Cardiff Park Advisors
California
$19M
EH
91
Equitable Holdings
New York
$18.9M
SWM
92
Sterling Wealth Management
Illinois
$18.8M
RCI
93
RS Crum Inc
California
$18.4M
KFG
94
Kelly Financial Group
Connecticut
$18.2M
VWA
95
Visionary Wealth Advisors
Illinois
$18M
HNWA
96
Henrickson Nauta Wealth Advisors
Michigan
$17.7M
AUB
97
Atlantic Union Bankshares
Virginia
$17.7M
LW
98
Libra Wealth
California
$17.5M
PA
99
Prism Advisors
California
$17.3M
ACM
100
Aspen Capital Management
Idaho
$17.2M