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