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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
CGPCS
376
Capital Group Private Client Services
California
$874K
RC
377
Roundview Capital
New Jersey
$872K
DWM
378
David Wealth Management
Virginia
$870K
CPIG
379
Chicago Partners Investment Group
Illinois
$868K
WIM
380
Warwick Investment Management
Texas
$868K
TNBTD
381
Trustmark National Bank Trust Department
Mississippi
$868K
DAS
382
Dynamic Advisor Solutions
Arizona
$863K
SOAG
383
Silver Oak Advisory Group
Oregon
$862K
EFH
384
Eaton Financial Holdings
Florida
$854K
KeyBank National Association
385
KeyBank National Association
Ohio
$853K
CSP
386
Cary Street Partners
Virginia
$849K
SAM
387
Smartleaf Asset Management
Massachusetts
$841K
FWM
388
Fortress Wealth Management
California
$836K
BWMG
389
Bannerman Wealth Management Group
Texas
$835K
DWM
390
Dakota Wealth Management
Florida
$835K
PB
391
Pinnacle Bancorp
Nebraska
$828K
BW
392
BIP Wealth
Georgia
$816K
SOS
393
Silver Oak Securities
Tennessee
$808K
SAG
394
SageView Advisory Group
California
$806K
SSW
395
Stone Summit Wealth
Florida
$799K
CIA
396
Capital Investment Advisors
Georgia
$789K
FWP
397
Falcon Wealth Planning
California
$783K
UCFA
398
United Capital Financial Advisors
Texas
$778K
WA
399
Waverly Advisors
Alabama
$776K
PMFA
400
Plante Moran Financial Advisors
Michigan
$774K