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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
MWA
201
Mills Wealth Advisors
Texas
$4.92M +$212K +3,714 +5%
PWIA
202
Porter White Investment Advisors
Alabama
$4.91M -$968 -17 -0%
MCM
203
MAI Capital Management
Ohio
$4.86M +$4.16K +73 +0.1%
SC
204
Shearwater Capital
Colorado
$4.82M -$12.7K -223 -0.3%
QCM
205
Quantinno Capital Management
New York
$4.79M +$1.69M +29,702 +56%
WAM
206
Weinberger Asset Management
California
$4.78M +$968K +16,991 +26%
WWWM
207
White Wing Wealth Management
Texas
$4.74M +$538K +9,439 +13%
BCA
208
Bay Colony Advisors
Massachusetts
$4.73M +$112K +1,972 +2%
RFA
209
RTD Financial Advisors
Pennsylvania
$4.72M
Northern Trust
210
Northern Trust
Illinois
$4.69M -$491K -8,618 -10%
SIM
211
Studio Investment Management
Illinois
$4.52M +$145K +2,538 +3%
QFPS
212
Quantum Financial Planning Services
Washington
$4.52M +$539K +9,467 +14%
SHFA
213
SC&H Financial Advisors
Maryland
$4.5M -$12.2K -215 -0.3%
PCM
214
Passive Capital Management
Maryland
$4.48M -$2.94M -51,667 -40%
LWM
215
Lionshead Wealth Management
New York
$4.46M +$1.77M +31,012 +68%
MCA
216
Maryland Capital Advisors
Maryland
$4.41M +$695K +12,195 +19%
VCA
217
Verdence Capital Advisors
Maryland
$4.41M -$256K -4,500 -6%
PWMG
218
Private Wealth Management Group
New Jersey
$4.41M
PAM
219
Pacific Asset Management
Washington
$4.39M -$50.4K -884 -1%
BH
220
Burk Holdings
Oklahoma
$4.38M +$122K +2,134 +3%
BP
221
BBR Partners
New York
$4.35M
BCI
222
Brinker Capital Investments
Pennsylvania
$4.33M +$378K +6,628 +10%
PWS
223
Physician Wealth Solutions
Nevada
$4.28M -$18.1K -318 -0.4%
CA
224
Clune & Associates
Illinois
$4.27M -$148K -2,595 -3%
EK
225
Evensky & Katz
Florida
$4.24M