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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
BGWM
101
Bridge Generations Wealth Management
Florida
$17.1M -$4.45M -78,157 -21%
BWA
102
BlueSky Wealth Advisors
North Carolina
$17.1M +$239K +4,200 +1%
Truist Financial
103
Truist Financial
North Carolina
$17.1M +$89.7K +1,575 +0.5%
RLWM
104
RF&L Wealth Management
Massachusetts
$16.9M +$38.8K +681 +0.2%
KSWWM
105
Keyes Stange & Wooten Wealth Management
Florida
$16.9M +$250K +4,387 +2%
MWM
106
McMill Wealth Management
Nebraska
$16.5M -$214K -3,752 -1%
AQR Capital Management
107
AQR Capital Management
Connecticut
$16.2M +$6.91M +121,362 +77%
QFA
108
Quantum Financial Advisors
California
$15.3M -$426K -7,473 -3%
TPW
109
Tiller Private Wealth
Pennsylvania
$14.8M +$643K +11,282 +5%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$14.5M -$2.15M -37,752 -13%
ALWM
111
Andrews Lucia Wealth Management
California
$14.2M -$572K -10,036 -4%
LFG
112
Larson Financial Group
Missouri
$14.1M -$1.78M -31,236 -11%
MAM
113
McLean Asset Management
Virginia
$14.1M -$1.1M -19,235 -7%
AFG
114
Altiora Financial Group
Ohio
$13.8M -$303K -5,313 -2%
NWM
115
Navigoe Wealth Management
California
$13.2M -$209K -3,674 -2%
JWM
116
JDH Wealth Management
California
$13.1M -$392K -6,876 -3%
HWA
117
HMV Wealth Advisors
Louisiana
$13.1M -$301K -5,290 -2%
GCM
118
Graver Capital Management
Ohio
$12.8M -$183K -3,211 -1%
Morgan Stanley
119
Morgan Stanley
New York
$12.8M +$1.05M +18,420 +9%
RWM
120
Ruedi Wealth Management
Illinois
$12.7M +$37.5K +658 +0.3%
WMN
121
Wealth Management Nebraska
Nebraska
$12.6M +$73.5K +1,290 +0.6%
SWA
122
ShankerValleau Wealth Advisors
Illinois
$12.4M -$393K -6,908 -3%
OFP
123
OLIO Financial Planning
Virginia
$12.3M +$855K +15,010 +8%
CWMA
124
Capstone Wealth Management (Alabama)
Alabama
$12M +$11.8K +207 +0.1%
PAS
125
Park Avenue Securities
New York
$11.9M +$1.72M +30,233 +17%