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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
AWE
376
Avidian Wealth Enterprises
Texas
$890K
CGPCS
377
Capital Group Private Client Services
California
$874K
RC
378
Roundview Capital
New Jersey
$872K
DWM
379
David Wealth Management
Virginia
$870K
CPIG
380
Chicago Partners Investment Group
Illinois
$868K
WIM
381
Warwick Investment Management
Texas
$868K
TNBTD
382
Trustmark National Bank Trust Department
Mississippi
$868K
DAS
383
Dynamic Advisor Solutions
Arizona
$863K
SOAG
384
Silver Oak Advisory Group
Oregon
$862K
EFH
385
Eaton Financial Holdings
Florida
$854K
KeyBank National Association
386
KeyBank National Association
Ohio
$853K
CSP
387
Cary Street Partners
Virginia
$849K
SAM
388
Smartleaf Asset Management
Massachusetts
$841K
FWM
389
Fortress Wealth Management
California
$836K
BWMG
390
Bannerman Wealth Management Group
Texas
$835K
DWM
391
Dakota Wealth Management
Florida
$835K
PB
392
Pinnacle Bancorp
Nebraska
$828K
BW
393
BIP Wealth
Georgia
$816K
SOS
394
Silver Oak Securities
Tennessee
$808K
SAG
395
SageView Advisory Group
California
$806K
SSW
396
Stone Summit Wealth
Florida
$799K
CIA
397
Capital Investment Advisors
Georgia
$789K
FWP
398
Falcon Wealth Planning
California
$783K
UCFA
399
United Capital Financial Advisors
Texas
$778K
WA
400
Waverly Advisors
Alabama
$776K