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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
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$8.69M
DADC
152
D.A. Davidson & Co
Montana
$8.59M
FFA
153
Farther Finance Advisors
California
$8.5M
AIS
154
American Investment Services
Massachusetts
$8.46M
EA
155
Efficient Advisors
Ohio
$8.44M
O3W
156
Omni 360 Wealth
New Jersey
$8.41M
TFO
157
Timonier Family Office
North Carolina
$8.29M
JWS
158
Juncture Wealth Strategies
Arizona
$8.24M
GCA
159
Gradient Capital Advisors
California
$8.17M
LWM
160
Liberty Wealth Management
California
$8.15M
LFS
161
Lutz Financial Services
Nebraska
$8.11M
DPW
162
DiNuzzo Private Wealth
Pennsylvania
$8.07M
PWMG
163
Pioneer Wealth Management Group
Texas
$7.94M
MWM
164
Mission Wealth Management
California
$7.83M
SC
165
Scratch Capital
Idaho
$7.71M
RK
166
Rather & Kittrell
Tennessee
$7.57M
SIS
167
Strategic Investment Solutions
Illinois
$7.39M
BP
168
BWM Planning
Texas
$7.28M
LFP
169
Lakeshore Financial Planning
Michigan
$7.21M
WPW
170
Watershed Private Wealth
Illinois
$7.15M
MIAS
171
Mason Investment Advisory Services
Virginia
$6.98M
AWM
172
Avondale Wealth Management
Texas
$6.97M
OC
173
Oppenheimer & Co
New York
$6.88M
SC
174
Schoolcraft Capital
Colorado
$6.8M
NWM
175
Northwest Wealth Management
Iowa
$6.79M