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Dimensional US Targeted Value ETF

710 hedge funds and large institutions have $8.51B invested in Dimensional US Targeted Value ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 261 increasing their positions, 250 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
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
2L
326
25 LLC
Missouri
$1.39M
TIAM2
327
Tru Independence Asset Management 2
Oregon
$1.38M
RB
328
Renasant Bank
Mississippi
$1.37M
MFG
329
Merit Financial Group
Georgia
$1.34M
WFA
330
Websterrogers Financial Advisors
South Carolina
$1.33M
B
331
BetterWealth
California
$1.3M
SB
332
Strategic Blueprint
Georgia
$1.29M
MWP
333
Meredith Wealth Planning
Illinois
$1.28M
FYW
334
Future You Wealth
New York
$1.27M
Natixis Advisors
335
Natixis Advisors
Massachusetts
$1.26M
W
336
WealthCollab
Washington
$1.24M
Fidelity Investments
337
Fidelity Investments
Massachusetts
$1.24M
Renaissance Technologies
338
Renaissance Technologies
New York
$1.23M
PCIA
339
Prime Capital Investment Advisors
Kansas
$1.22M
ZF
340
Zhang Financial
Michigan
$1.22M
MWM
341
Melfa Wealth Management
Massachusetts
$1.21M
KWA
342
Kondo Wealth Advisors
California
$1.2M
BAM
343
BOS Asset Management
Illinois
$1.2M
MWPCG
344
Measured Wealth Private Client Group
New Hampshire
$1.18M
Bessemer Group
345
Bessemer Group
New Jersey
$1.17M
Bank of Montreal
346
Bank of Montreal
Ontario, Canada
$1.15M
P
347
&Partners
Tennessee
$1.15M
TIAA Trust, National Association
348
TIAA Trust, National Association
North Carolina
$1.14M
OSAM
349
O'Shaughnessy Asset Management
Connecticut
$1.13M
CAM
350
Clark Asset Management
New Hampshire
$1.11M