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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
SC
201
Shearwater Capital
Colorado
$4.82M
QCM
202
Quantinno Capital Management
New York
$4.79M
WAM
203
Weinberger Asset Management
California
$4.78M
WWWM
204
White Wing Wealth Management
Texas
$4.74M
BCA
205
Bay Colony Advisors
Massachusetts
$4.73M
RFA
206
RTD Financial Advisors
Pennsylvania
$4.72M
Northern Trust
207
Northern Trust
Illinois
$4.69M
SIM
208
Studio Investment Management
Illinois
$4.52M
QFPS
209
Quantum Financial Planning Services
Washington
$4.52M
SHFA
210
SC&H Financial Advisors
Maryland
$4.5M
PCM
211
Passive Capital Management
Maryland
$4.48M
LWM
212
Lionshead Wealth Management
New York
$4.46M
MCA
213
Maryland Capital Advisors
Maryland
$4.41M
VCA
214
Verdence Capital Advisors
Maryland
$4.41M
PWMG
215
Private Wealth Management Group
New Jersey
$4.41M
PAM
216
Pacific Asset Management
Washington
$4.39M
BH
217
Burk Holdings
Oklahoma
$4.38M
BP
218
BBR Partners
New York
$4.35M
BCI
219
Brinker Capital Investments
Pennsylvania
$4.33M
PWS
220
Physician Wealth Solutions
Nevada
$4.28M
CA
221
Clune & Associates
Illinois
$4.27M
EK
222
Evensky & Katz
Florida
$4.24M
DPI
223
Diversified Portfolios Inc
Michigan
$4.23M
CIAS
224
CFS Investment Advisory Services
New Jersey
$4.19M
WA
225
Wealthstream Advisors
New York
$4.15M