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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
EA
126
Eclectic Associates
California
$11.7M +$3.87M +68,017 +51%
Osaic Holdings
127
Osaic Holdings
Arizona
$11.7M +$2.2M +38,623 +24%
MFT
128
Moisand Fitzgerald Tamayo
Florida
$11.6M -$131K -2,305 -1%
BPA
129
Beacon Pointe Advisors
California
$11.6M +$2.11M +37,017 +23%
FFG
130
Fiduciary Financial Group
California
$11.4M +$528K +9,276 +5%
AL
131
Aspiriant LLC
California
$11.2M -$110K -1,927 -1%
CPW
132
Crestmont Private Wealth
Texas
$11M +$167K +2,936 +2%
VPWA
133
Vestia Personal Wealth Advisors
Indiana
$10.9M +$7.29K +128 +0.1%
PS
134
Pinney & Scofield
Massachusetts
$10.7M -$25.3K -445 -0.2%
MG
135
Mather Group
Illinois
$10.5M -$933K -16,376 -8%
RSWM
136
Robertson Stephens Wealth Management
California
$10.3M -$341K -5,986 -3%
NEPWA
137
New England Private Wealth Advisors
Massachusetts
$10.3M -$200K -3,511 -2%
MCWS
138
McKinley Carter Wealth Services
West Virginia
$10M +$104K +1,819 +1%
SWM
139
Spire Wealth Management
Virginia
$9.94M -$73.4K -1,288 -0.7%
MML Investors Services
140
MML Investors Services
Massachusetts
$9.72M -$16.9M -297,445 -64%
KPP
141
Kings Path Partners
Texas
$9.62M +$519K +9,110 +6%
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$9.41M -$4.46M -78,300 -33%
AAM
143
Austin Asset Management
Texas
$9.3M -$113K -1,980 -1%
AWM
144
Activest Wealth Management
Florida
$9.27M +$174K +3,050 +2%
VW
145
Vance Wealth
California
$9.17M +$96.6K +1,696 +1%
LFGO
146
Legacy Financial Group (Oklahoma)
Oklahoma
$9.17M -$200K -3,516 -2%
DI
147
Disciplined Investments
Oklahoma
$9.07M +$248K +4,355 +3%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$9.05M +$797K +13,992 +10%
PFA
149
Pillar Financial Advisors
Kentucky
$8.96M -$21.9K -384 -0.2%
RFC
150
Regions Financial Corp
Alabama
$8.83M +$874K +15,352 +11%