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Dimensional US Targeted Value ETF

705 hedge funds and large institutions have $7.96B invested in Dimensional US Targeted Value ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 285 increasing their positions, 222 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
Holders Change %
0%
% of All Funds
9.58%
Holding in Top 10
111
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-7.5%
% of All Funds
1.51%
New
48
Increased
285
Reduced
222
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCAG
301
Rehmann Capital Advisory Group
Michigan
$1.82M +$60.1K +1,168 +3%
MFC
302
Morris Financial Concepts
South Carolina
$1.81M +$216K +4,203 +14%
PAG
303
Private Advisor Group
New Jersey
$1.78M +$66.5K +1,292 +4%
VWM
304
Verus Wealth Management
Wisconsin
$1.74M +$14.7K +286 +0.9%
HIG
305
Heritage Investment Group
Florida
$1.74M +$60.1K +1,167 +4%
AA
306
Addison Advisors
Vermont
$1.74M -$116K -2,256 -6%
FSWA
307
Financial Synergies Wealth Advisors
Texas
$1.67M -$33.3K -646 -2%
Jane Street
308
Jane Street
New York
$1.65M +$5.51K +107 +0.3%
SC
309
Schubert & Co
Texas
$1.64M -$515 -10 -0%
LG
310
LAM Group
Oregon
$1.58M -$42.5K -825 -3%
BWP
311
Balboa Wealth Partners
Arizona
$1.57M +$39.8K +773 +3%
IWC
312
Integrated Wealth Concepts
Massachusetts
$1.56M +$50.9K +988 +3%
PAG
313
Poinciana Advisors Group
Florida
$1.56M -$88.9K -1,726 -5%
MA
314
Montag & Associates
Georgia
$1.54M
AWM
315
Avior Wealth Management
Nebraska
$1.53M -$3.45K -67 -0.2%
PPH
316
Pure Portfolios Holdings
Oregon
$1.51M +$174K +3,386 +13%
PNC Financial Services Group
317
PNC Financial Services Group
Pennsylvania
$1.49M -$18.5K -360 -1%
LW
318
Lauer Wealth
Indiana
$1.46M +$23.8K +480 +2%
VCM
319
Versant Capital Management
Arizona
$1.46M +$7.88K +153 +0.5%
TNA
320
True North Advisors
Texas
$1.45M
FWMP
321
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.43M +$210K +4,069 +17%
CWM
322
CarsonAllaria Wealth Management
Illinois
$1.42M -$34.2K -664 -2%
HCM
323
Hutchinson Capital Management
California
$1.42M +$15.8K +307 +1%
TIAM2
324
Tru Independence Asset Management 2
Oregon
$1.42M +$59.7K +1,160 +4%
NDWM
325
New Dimensions Wealth Management
Texas
$1.41M +$1.41M +27,362 New