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Dimensional US Targeted Value ETF

709 hedge funds and large institutions have $8.5B invested in Dimensional US Targeted Value ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 260 increasing their positions, 252 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
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
WWWM
226
White Wing Wealth Management
Texas
$3.87M
LFA
227
Level Financial Advisors
New York
$3.78M
ACP
228
Aviance Capital Partners
Florida
$3.76M
EWA
229
Elevate Wealth Advisory
Georgia
$3.76M
EWA
230
EverSource Wealth Advisors
Alabama
$3.71M
WKWM
231
Walter & Keenan Wealth Management
Indiana
$3.71M
QFPS
232
Quantum Financial Planning Services
Washington
$3.68M
BCI
233
Brinker Capital Investments
Pennsylvania
$3.66M
WAM
234
Weinberger Asset Management
California
$3.52M
FC
235
Financial Consulate
Maryland
$3.47M
IIM
236
InTrack Investment Management
Vermont
$3.47M
MCA
237
Maryland Capital Advisors
Maryland
$3.43M
KA
238
Klingman & Associates
New York
$3.36M
AFG
239
Atomi Financial Group
New York
$3.36M
TWP
240
Total Wealth Planning
Ohio
$3.35M
LWM
241
LJI Wealth Management
Indiana
$3.33M
SP
242
Symmetry Partners
Connecticut
$3.23M
SDWIA
243
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.23M
OIA
244
OneDigital Investment Advisors
Kansas
$3.2M
CW
245
Curio Wealth
Maryland
$3.12M
LOPW
246
Live Oak Private Wealth
North Carolina
$3.12M
XPN
247
XY Planning Network
Montana
$3.07M
SRWM
248
Shira Ridge Wealth Management
California
$3.06M
FIM
249
Freedom Investment Management
Connecticut
$3.05M
AWM
250
Axxcess Wealth Management
California
$3.01M