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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
Osaic Holdings
126
Osaic Holdings
Arizona
$11.7M
MFT
127
Moisand Fitzgerald Tamayo
Florida
$11.6M
BPA
128
Beacon Pointe Advisors
California
$11.6M
FFG
129
Fiduciary Financial Group
California
$11.4M
AL
130
Aspiriant LLC
California
$11.2M
CPW
131
Crestmont Private Wealth
Texas
$11M
VPWA
132
Vestia Personal Wealth Advisors
Indiana
$10.9M
PS
133
Pinney & Scofield
Massachusetts
$10.7M
MG
134
Mather Group
Illinois
$10.5M
RSWM
135
Robertson Stephens Wealth Management
California
$10.3M
NEPWA
136
New England Private Wealth Advisors
Massachusetts
$10.3M
MCWS
137
McKinley Carter Wealth Services
West Virginia
$10M
SWM
138
Spire Wealth Management
Virginia
$9.94M
MML Investors Services
139
MML Investors Services
Massachusetts
$9.72M
Cambridge Investment Research Advisors
140
Cambridge Investment Research Advisors
Iowa
$9.41M
AAM
141
Austin Asset Management
Texas
$9.3M
AWM
142
Activest Wealth Management
Florida
$9.27M
VW
143
Vance Wealth
California
$9.17M
LFGO
144
Legacy Financial Group (Oklahoma)
Oklahoma
$9.17M
DI
145
Disciplined Investments
Oklahoma
$9.07M
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$9.05M
PFA
147
Pillar Financial Advisors
Kentucky
$8.96M
RFC
148
Regions Financial Corp
Alabama
$8.83M
VF
149
Vawter Financial
Ohio
$8.73M
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$8.69M