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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
IPW
351
Intergy Private Wealth
Colorado
$1.08M
IWS
352
Integrity Wealth Solutions
Colorado
$1.03M
PIFP
353
Partners in Financial Planning
Virginia
$1.03M
AFO
354
Aurelius Family Office
New Hampshire
$1.02M
MA
355
McGrath & Associates
North Carolina
$1.02M
PCM
356
Peirce Capital Management
Texas
$1.01M
VAG
357
Vannoy Advisory Group
Texas
$977K
LIWM
358
Long Island Wealth Management
New York
$961K
CAG
359
Compass Advisory Group
New York
$959K
KF
360
Krilogy Financial
Missouri
$957K
GWM
361
Grand Wealth Management
Michigan
$949K
KWM
362
Keebeck Wealth Management
Illinois
$949K
LKBC
363
L.K. Benson & Company
Maryland
$947K
Rockefeller Capital Management
364
Rockefeller Capital Management
New York
$946K
STA
365
Summit Trail Advisors
New York
$938K
RF
366
rebel Financial
Ohio
$937K
AWM
367
Apollon Wealth Management
South Carolina
$924K
SIAG
368
Safeguard Investment Advisory Group
California
$919K
CCFM
369
Clear Creek Financial Management
Washington
$915K
LWM
370
Lodestone Wealth Management
Washington
$914K
KCPG
371
Kavar Capital Partners Group
Kansas
$911K
WAP
372
Wealthcare Advisory Partners
Pennsylvania
$909K
PMIM
373
Prudent Man Investment Management
Colorado
$905K
SFPM
374
Sensible Financial Planning & Management
Massachusetts
$896K
WP
375
Wealthspan Partners
Iowa
$890K