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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
Creative Planning
1
Creative Planning
Kansas
$810M -$10.7M -188,647 -1%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$771M +$27.6M +485,231 +4%
FFM
3
Forum Financial Management
Illinois
$568M +$22.8M +399,577 +4%
IFA
4
Index Fund Advisors
California
$380M +$19.9M +349,087 +6%
PFA
5
Pure Financial Advisors
California
$289M +$20.4M +357,646 +8%
SC
6
Savant Capital
Illinois
$279M +$396K +6,958 +0.1%
FPAS
7
Focus Partners Advisor Solutions
Missouri
$254M -$27.6M -484,474 -10%
JTWM
8
Jackson Thornton Wealth Management
Alabama
$166M -$1.24M -21,855 -0.8%
ADL
9
Asset Dedication LLC
California
$146M +$6.66M +116,955 +5%
WCWM
10
Willow Creek Wealth Management
California
$125M +$3.07M +53,882 +3%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$123M -$3.27M -57,367 -3%
HighTower Advisors
12
HighTower Advisors
Illinois
$109M -$1.4M -24,537 -1%
TCOTS
13
Trust Company of the South
North Carolina
$104M -$929K -16,310 -0.9%
Raymond James Financial
14
Raymond James Financial
Florida
$98.2M +$7.59M +133,327 +9%
AC
15
Apella Capital
Connecticut
$93.7M -$91.5K -1,607 -0.1%
TI
16
Truepoint Inc
Ohio
$88.7M -$639K -11,227 -0.7%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$86.3M -$10.3M -181,049 -11%
PL
18
Plancorp LLC
Missouri
$86.2M -$3.14M -55,057 -4%
AWP
19
Abacus Wealth Partners
California
$83.9M -$1.74M -30,523 -2%
GOCP
20
Great Oak Capital Partners
Massachusetts
$81.2M +$3M +52,626 +4%
SFA
21
Sequoia Financial Advisors
Ohio
$75.4M +$1.94M +34,024 +3%
Bank of America
22
Bank of America
North Carolina
$70.9M +$1.13M +19,885 +2%
LPL Financial
23
LPL Financial
California
$70.4M +$1.43M +25,077 +2%
PFG
24
Premier Financial Group
California
$67.6M +$176K +3,098 +0.3%
AC
25
Annandale Capital
Texas
$66M +$477K +8,371 +8%