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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
101
BlueSky Wealth Advisors
North Carolina
$17.1M
Truist Financial
102
Truist Financial
North Carolina
$17.1M
RLWM
103
RF&L Wealth Management
Massachusetts
$16.9M
KSWWM
104
Keyes Stange & Wooten Wealth Management
Florida
$16.9M
MWM
105
McMill Wealth Management
Nebraska
$16.5M
AQR Capital Management
106
AQR Capital Management
Connecticut
$16.2M
QFA
107
Quantum Financial Advisors
California
$15.3M
TPW
108
Tiller Private Wealth
Pennsylvania
$14.8M
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$14.5M
ALWM
110
Andrews Lucia Wealth Management
California
$14.2M
LFG
111
Larson Financial Group
Missouri
$14.1M
MAM
112
McLean Asset Management
Virginia
$14.1M
AFG
113
Altiora Financial Group
Ohio
$13.8M
NWM
114
Navigoe Wealth Management
California
$13.2M
JWM
115
JDH Wealth Management
California
$13.1M
HWA
116
HMV Wealth Advisors
Louisiana
$13.1M
GCM
117
Graver Capital Management
Ohio
$12.8M
Morgan Stanley
118
Morgan Stanley
New York
$12.8M
RWM
119
Ruedi Wealth Management
Illinois
$12.7M
WMN
120
Wealth Management Nebraska
Nebraska
$12.6M
SWA
121
ShankerValleau Wealth Advisors
Illinois
$12.4M
OFP
122
OLIO Financial Planning
Virginia
$12.3M
CWMA
123
Capstone Wealth Management (Alabama)
Alabama
$12M
PAS
124
Park Avenue Securities
New York
$11.9M
EA
125
Eclectic Associates
California
$11.7M