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