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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
PMFA
401
Plante Moran Financial Advisors
Michigan
$774K
LCWP
402
Legacy Capital Wealth Partners
Arkansas
$767K
JWA
403
JFS Wealth Advisors
Pennsylvania
$757K
VWM
404
Vermillion Wealth Management
Minnesota
$753K
BTWM
405
Baker Tilly Wealth Management
Wisconsin
$752K
NHC
406
Nicholas Hoffman & Company
Georgia
$747K
AWP
407
Axis Wealth Partners
Rhode Island
$746K
SFM
408
Signet Financial Management
New Jersey
$722K
BFG
409
Berger Financial Group
Minnesota
$715K
OW
410
Olistico Wealth
Oklahoma
$713K
1WA
411
180 Wealth Advisors
Washington
$708K
ACA
412
American Capital Advisory
Idaho
$705K
SEI Investments
413
SEI Investments
Pennsylvania
$703K
Brown Advisory
414
Brown Advisory
Maryland
$696K
LWM
415
LongView Wealth Management
Georgia
$696K
CF
416
Centaurus Financial
California
$694K
CB
417
Commerce Bank
Missouri
$690K
BWS
418
BCR Wealth Strategies
Alabama
$690K
KP
419
Keel Point
Alabama
$681K
CPSAC
420
Chas P. Smith & Associates (CPS)
Florida
$662K
WH
421
Willner & Heller
California
$661K
DWT
422
Dorsey & Whitney Trust
South Dakota
$661K
FFN
423
Focus Financial Network
Minnesota
$659K
IFWM
424
Institute for Wealth Management
Colorado
$658K
Susquehanna International Group
425
Susquehanna International Group
Pennsylvania
$655K