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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
PWM
176
Parkshore Wealth Management
California
$6.56M
SWP
177
Stratos Wealth Partners
Ohio
$6.47M
Baird Financial Group
178
Baird Financial Group
Wisconsin
$6.36M
VWA
179
Valued Wealth Advisors
Utah
$6.2M
FWM
180
FMB Wealth Management
California
$6.18M
Stifel Financial
181
Stifel Financial
Missouri
$5.96M
AWM
182
Ariadne Wealth Management
California
$5.95M
NA
183
NewEdge Advisors
Louisiana
$5.89M
KAS
184
Kestra Advisory Services
Texas
$5.88M
MHS
185
M Holdings Securities
Oregon
$5.88M
TC
186
TAGStone Capital
North Carolina
$5.78M
BlackRock
187
BlackRock
New York
$5.55M
CWA
188
CogentBlue Wealth Advisors
Tennessee
$5.44M
SFP
189
SwitchPoint Financial Planning
Utah
$5.4M
CTWM
190
Cherry Tree Wealth Management
Minnesota
$5.31M
VF
191
Vestment Financial
Minnesota
$5.3M
GMA
192
Glassy Mountain Advisors
Maryland
$5.27M
GC
193
Gibson Capital
Pennsylvania
$5.25M
RLIM
194
Red Lighthouse Investment Management
New York
$5.24M
BFA
195
Bragg Financial Advisors
North Carolina
$5.19M
CA
196
Claris Advisors
Missouri
$5.03M
1WM
197
1900 Wealth Management
Texas
$5M
MWA
198
Mills Wealth Advisors
Texas
$4.92M
PWIA
199
Porter White Investment Advisors
Alabama
$4.91M
MCM
200
MAI Capital Management
Ohio
$4.86M