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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
VF
151
Vawter Financial
Ohio
$8.73M +$8.17M +143,501 +2,224%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$8.69M -$467K -8,193 -5%
DADC
153
D.A. Davidson & Co
Montana
$8.59M +$902K +15,834 +12%
FFA
154
Farther Finance Advisors
California
$8.5M +$2.65M +46,438 +47%
AIS
155
American Investment Services
Massachusetts
$8.46M -$89K -1,562 -1%
EA
156
Efficient Advisors
Ohio
$8.44M +$1.29M +22,667 +19%
O3W
157
Omni 360 Wealth
New Jersey
$8.41M +$795K +13,959 +11%
TFO
158
Timonier Family Office
North Carolina
$8.29M -$112K -1,967 -1%
JWS
159
Juncture Wealth Strategies
Arizona
$8.24M +$6.32K +111 +0.1%
GCA
160
Gradient Capital Advisors
California
$8.17M +$1.65K +29 +0%
LWM
161
Liberty Wealth Management
California
$8.15M +$10.9K +191 +0.1%
LFS
162
Lutz Financial Services
Nebraska
$8.11M -$127K -2,224 -2%
DPW
163
DiNuzzo Private Wealth
Pennsylvania
$8.07M -$74.3K -1,304 -0.9%
PWMG
164
Pioneer Wealth Management Group
Texas
$7.94M +$867K +15,214 +13%
MWM
165
Mission Wealth Management
California
$7.83M +$97.1K +1,705 +1%
SC
166
Scratch Capital
Idaho
$7.71M -$2.62K -46 -0%
RK
167
Rather & Kittrell
Tennessee
$7.57M +$4.04K +71 +0.1%
SIS
168
Strategic Investment Solutions
Illinois
$7.39M -$1.51M -26,577 -17%
BP
169
BWM Planning
Texas
$7.28M +$539K +9,470 +8%
LFP
170
Lakeshore Financial Planning
Michigan
$7.21M +$43.3K +761 +0.6%
WPW
171
Watershed Private Wealth
Illinois
$7.15M +$115K +2,014 +2%
MIAS
172
Mason Investment Advisory Services
Virginia
$6.98M +$23.2K +407 +0.3%
AWM
173
Avondale Wealth Management
Texas
$6.97M -$921K -16,176 -12%
OC
174
Oppenheimer & Co
New York
$6.88M -$2.3M -40,294 -25%
SC
175
Schoolcraft Capital
Colorado
$6.8M -$262K -4,600 -4%