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