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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
MFC
276
Morris Financial Concepts
South Carolina
$2.34M
OFO
277
OneAscent Family Office
Alabama
$2.3M
AFA
278
Avant Financial Advisors
Texas
$2.27M
MSFS
279
Main Street Financial Solutions
Pennsylvania
$2.26M
TCM
280
TruNorth Capital Management
Michigan
$2.26M
AWP
281
Astra Wealth Partners
New Jersey
$2.23M
BI
282
Beckerman Institutional
New Jersey
$2.23M
IAG
283
Investmark Advisory Group
Connecticut
$2.21M
AWA
284
Arkadios Wealth Advisors
Georgia
$2.2M
GSF
285
Grove Street Fiduciary
New Hampshire
$2.19M
RPA
286
Redwood Park Advisors
California
$2.16M
Ameriprise
287
Ameriprise
Minnesota
$2.15M
BA
288
Bridgewater Advisors
New York
$2.11M
EWP
289
Elevation Wealth Partners
California
$2.11M
MT
290
Midwest Trust
Kansas
$2.11M
MA
291
Mutual Advisors
Nebraska
$2.06M
GJIA
292
Glass Jacobson Investment Advisors
Maryland
$1.97M
AHL
293
Abel Hall LLC
Louisiana
$1.93M
RCAG
294
Rehmann Capital Advisory Group
Michigan
$1.92M
JC
295
Jentner Corp
Ohio
$1.92M
CFP
296
Cascade Financial Partners
California
$1.9M
SIM
297
Stratos Investment Management
Ohio
$1.83M
HIG
298
Heritage Investment Group
Florida
$1.78M
QHA
299
Quarry Hill Advisors
Minnesota
$1.77M
FSWA
300
Financial Synergies Wealth Advisors
Texas
$1.76M