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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
NWM
176
Northwest Wealth Management
Iowa
$6.79M -$59K -1,036 -0.9%
CSB
177
City State Bank
Iowa
$6.66M +$428K +7,511 +7%
SA
178
Seneschal Advisors
Washington
$6.61M +$96.2K +1,689 +2%
PWM
179
Parkshore Wealth Management
California
$6.56M -$25.5K -447 -0.4%
SWP
180
Stratos Wealth Partners
Ohio
$6.47M +$160K +2,802 +3%
Baird Financial Group
181
Baird Financial Group
Wisconsin
$6.36M -$523K -9,182 -8%
VWA
182
Valued Wealth Advisors
Utah
$6.2M -$56.8K -997 -0.9%
FWM
183
FMB Wealth Management
California
$6.18M +$27.5K +483 +0.5%
Stifel Financial
184
Stifel Financial
Missouri
$5.96M -$206K -3,616 -3%
AWM
185
Ariadne Wealth Management
California
$5.95M +$114 +2 +0%
NA
186
NewEdge Advisors
Louisiana
$5.89M +$117K +2,046 +2%
KAS
187
Kestra Advisory Services
Texas
$5.88M -$483K -8,474 -8%
MHS
188
M Holdings Securities
Oregon
$5.88M -$211K -3,706 -4%
TC
189
TAGStone Capital
North Carolina
$5.78M +$104K +1,834 +2%
BlackRock
190
BlackRock
New York
$5.55M +$2.29M +40,178 +73%
CWA
191
CogentBlue Wealth Advisors
Tennessee
$5.44M -$276K -4,851 -5%
SFP
192
SwitchPoint Financial Planning
Utah
$5.4M +$10.7K +187 +0.2%
CTWM
193
Cherry Tree Wealth Management
Minnesota
$5.31M -$476K -8,358 -8%
VF
194
Vestment Financial
Minnesota
$5.3M +$161K +2,834 +3%
GMA
195
Glassy Mountain Advisors
Maryland
$5.27M -$9.85K -173 -0.2%
GC
196
Gibson Capital
Pennsylvania
$5.25M -$417K -7,322 -8%
RLIM
197
Red Lighthouse Investment Management
New York
$5.24M -$267K -4,681 -5%
BFA
198
Bragg Financial Advisors
North Carolina
$5.19M +$14.1K +248 +0.3%
CA
199
Claris Advisors
Missouri
$5.03M
1WM
200
1900 Wealth Management
Texas
$5M -$35.5K -623 -0.7%