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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
TIAM2
326
Tru Independence Asset Management 2
Oregon
$1.38M
RB
327
Renasant Bank
Mississippi
$1.37M
MFG
328
Merit Financial Group
Georgia
$1.34M
WFA
329
Websterrogers Financial Advisors
South Carolina
$1.33M
B
330
BetterWealth
California
$1.3M
SB
331
Strategic Blueprint
Georgia
$1.29M
MWP
332
Meredith Wealth Planning
Illinois
$1.28M
FYW
333
Future You Wealth
New York
$1.27M
Natixis Advisors
334
Natixis Advisors
Massachusetts
$1.26M
W
335
WealthCollab
Washington
$1.24M
Fidelity Investments
336
Fidelity Investments
Massachusetts
$1.24M
Renaissance Technologies
337
Renaissance Technologies
New York
$1.23M
PCIA
338
Prime Capital Investment Advisors
Kansas
$1.22M
ZF
339
Zhang Financial
Michigan
$1.22M
MWM
340
Melfa Wealth Management
Massachusetts
$1.21M
KWA
341
Kondo Wealth Advisors
California
$1.2M
BAM
342
BOS Asset Management
Illinois
$1.2M
MWPCG
343
Measured Wealth Private Client Group
New Hampshire
$1.18M
Bessemer Group
344
Bessemer Group
New Jersey
$1.17M
Bank of Montreal
345
Bank of Montreal
Ontario, Canada
$1.15M
P
346
&Partners
Tennessee
$1.15M
TIAA Trust, National Association
347
TIAA Trust, National Association
North Carolina
$1.14M
OSAM
348
O'Shaughnessy Asset Management
Connecticut
$1.13M
CAM
349
Clark Asset Management
New Hampshire
$1.11M
IPW
350
Intergy Private Wealth
Colorado
$1.08M