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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
PAG
301
Private Advisor Group
New Jersey
$1.76M
SC
302
Schubert & Co
Texas
$1.73M
NDWM
303
New Dimensions Wealth Management
Texas
$1.67M
LG
304
LAM Group
Oregon
$1.66M
HCM
305
Hutchinson Capital Management
California
$1.64M
IWC
306
Integrated Wealth Concepts
Massachusetts
$1.64M
PNC Financial Services Group
307
PNC Financial Services Group
Pennsylvania
$1.61M
AWM
308
Avior Wealth Management
Nebraska
$1.6M
AA
309
Addison Advisors
Vermont
$1.59M
BWP
310
Balboa Wealth Partners
Arizona
$1.58M
RFP
311
Root Financial Partners
California
$1.53M
VCM
312
Versant Capital Management
Arizona
$1.53M
TNA
313
True North Advisors
Texas
$1.52M
PAG
314
Poinciana Advisors Group
Florida
$1.52M
RWM
315
Rockwood Wealth Management
Pennsylvania
$1.51M
SEIA
316
Signature Estate & Investment Advisors
California
$1.5M
VWM
317
Verus Wealth Management
Wisconsin
$1.48M
PPH
318
Pure Portfolios Holdings
Oregon
$1.48M
CWM
319
CarsonAllaria Wealth Management
Illinois
$1.47M
SPIA
320
Steward Partners Investment Advisory
New York
$1.44M
FWMP
321
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.42M
CRC
322
Curi RMB Capital
Illinois
$1.41M
IA
323
IFG Advisors
Missouri
$1.41M
TFA
324
Tobias Financial Advisors
Florida
$1.4M
2L
325
25 LLC
Missouri
$1.39M