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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
BlackRock
251
BlackRock
New York
$2.98M
CAM
252
Cresset Asset Management
Illinois
$2.91M
AAS
253
Avantax Advisory Services
Texas
$2.88M
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$2.87M
QCM
255
Quantinno Capital Management
New York
$2.84M
RA
256
RFG Advisory
Alabama
$2.81M
MGIA
257
Moneta Group Investment Advisors
Missouri
$2.77M
AWM
258
Aegis Wealth Management
Maryland
$2.73M
BFC
259
Bedel Financial Consulting
Indiana
$2.71M
W
260
WorthPointe
California
$2.63M
FFO
261
Fortitude Family Office
Arizona
$2.56M
AC
262
Applied Capital
Arkansas
$2.54M
US Bancorp
263
US Bancorp
Minnesota
$2.53M
AAA
264
AG Asset Advisory
California
$2.52M
DWA
265
Delap Wealth Advisory
Oregon
$2.5M
SCM
266
SOL Capital Management
Maryland
$2.48M
TWD
267
True Wealth Design
Ohio
$2.48M
LWM
268
Lionshead Wealth Management
New York
$2.46M
CWM
269
Concentrum Wealth Management
California
$2.45M
WRPWM
270
Werba Rubin Papier Wealth Management
California
$2.43M
SCA
271
Strathmore Capital Advisors
North Carolina
$2.42M
ATI
272
ARK & TLK Investments
Oklahoma
$2.42M
SF
273
Strategent Financial
Virginia
$2.39M
CAC
274
Certified Advisory Corp
Florida
$2.35M
SPC
275
Sigma Planning Corp
Michigan
$2.34M