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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
LCWP
401
Legacy Capital Wealth Partners
Arkansas
$767K
JWA
402
JFS Wealth Advisors
Pennsylvania
$757K
VWM
403
Vermillion Wealth Management
Minnesota
$753K
BTWM
404
Baker Tilly Wealth Management
Wisconsin
$752K
NHC
405
Nicholas Hoffman & Company
Georgia
$747K
AWP
406
Axis Wealth Partners
Rhode Island
$746K
SFM
407
Signet Financial Management
New Jersey
$722K
BFG
408
Berger Financial Group
Minnesota
$715K
OW
409
Olistico Wealth
Oklahoma
$713K
1WA
410
180 Wealth Advisors
Washington
$708K
ACA
411
American Capital Advisory
Idaho
$705K
SEI Investments
412
SEI Investments
Pennsylvania
$703K
Brown Advisory
413
Brown Advisory
Maryland
$696K
LWM
414
LongView Wealth Management
Georgia
$696K
CF
415
Centaurus Financial
California
$694K
CB
416
Commerce Bank
Missouri
$690K
BWS
417
BCR Wealth Strategies
Alabama
$690K
KP
418
Keel Point
Alabama
$681K
CPSAC
419
Chas P. Smith & Associates (CPS)
Florida
$662K
WH
420
Willner & Heller
California
$661K
DWT
421
Dorsey & Whitney Trust
South Dakota
$661K
FFN
422
Focus Financial Network
Minnesota
$659K
IFWM
423
Institute for Wealth Management
Colorado
$658K
Susquehanna International Group
424
Susquehanna International Group
Pennsylvania
$655K
PWM
425
Perigon Wealth Management
California
$653K