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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
PWIA
201
Porter White Investment Advisors
Alabama
$4.91M
MCM
202
MAI Capital Management
Ohio
$4.86M
SC
203
Shearwater Capital
Colorado
$4.82M
QCM
204
Quantinno Capital Management
New York
$4.79M
WAM
205
Weinberger Asset Management
California
$4.78M
WWWM
206
White Wing Wealth Management
Texas
$4.74M
BCA
207
Bay Colony Advisors
Massachusetts
$4.73M
RFA
208
RTD Financial Advisors
Pennsylvania
$4.72M
Northern Trust
209
Northern Trust
Illinois
$4.69M
SIM
210
Studio Investment Management
Illinois
$4.52M
QFPS
211
Quantum Financial Planning Services
Washington
$4.52M
SHFA
212
SC&H Financial Advisors
Maryland
$4.5M
PCM
213
Passive Capital Management
Maryland
$4.48M
LWM
214
Lionshead Wealth Management
New York
$4.46M
MCA
215
Maryland Capital Advisors
Maryland
$4.41M
VCA
216
Verdence Capital Advisors
Maryland
$4.41M
PWMG
217
Private Wealth Management Group
New Jersey
$4.41M
PAM
218
Pacific Asset Management
Washington
$4.39M
BH
219
Burk Holdings
Oklahoma
$4.38M
BP
220
BBR Partners
New York
$4.35M
BCI
221
Brinker Capital Investments
Pennsylvania
$4.33M
PWS
222
Physician Wealth Solutions
Nevada
$4.28M
CA
223
Clune & Associates
Illinois
$4.27M
EK
224
Evensky & Katz
Florida
$4.24M
DPI
225
Diversified Portfolios Inc
Michigan
$4.23M