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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
DADC
151
D.A. Davidson & Co
Montana
$8.59M
FFA
152
Farther Finance Advisors
California
$8.5M
AIS
153
American Investment Services
Massachusetts
$8.46M
EA
154
Efficient Advisors
Ohio
$8.44M
O3W
155
Omni 360 Wealth
New Jersey
$8.41M
TFO
156
Timonier Family Office
North Carolina
$8.29M
JWS
157
Juncture Wealth Strategies
Arizona
$8.24M
GCA
158
Gradient Capital Advisors
California
$8.17M
LWM
159
Liberty Wealth Management
California
$8.15M
LFS
160
Lutz Financial Services
Nebraska
$8.11M
DPW
161
DiNuzzo Private Wealth
Pennsylvania
$8.07M
PWMG
162
Pioneer Wealth Management Group
Texas
$7.94M
MWM
163
Mission Wealth Management
California
$7.83M
SC
164
Scratch Capital
Idaho
$7.71M
RK
165
Rather & Kittrell
Tennessee
$7.57M
BP
166
BWM Planning
Texas
$7.28M
LFP
167
Lakeshore Financial Planning
Michigan
$7.21M
WPW
168
Watershed Private Wealth
Illinois
$7.15M
MIAS
169
Mason Investment Advisory Services
Virginia
$6.98M
AWM
170
Avondale Wealth Management
Texas
$6.97M
OC
171
Oppenheimer & Co
New York
$6.88M
SC
172
Schoolcraft Capital
Colorado
$6.8M
NWM
173
Northwest Wealth Management
Iowa
$6.79M
CSB
174
City State Bank
Iowa
$6.66M
SA
175
Seneschal Advisors
Washington
$6.61M