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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
PWM
426
Perigon Wealth Management
California
$653K
MOS
427
MGO One Seven
Ohio
$652K
EW
428
Evoke Wealth
California
$650K
WT
429
Washington Trust
Rhode Island
$647K
CAM
430
CPA Asset Management
Florida
$644K
Janney Montgomery Scott
431
Janney Montgomery Scott
Pennsylvania
$639K
RIP
432
RAM Investment Partners
Washington
$638K
FWCM
433
Ferguson Wellman Capital Management
Oregon
$636K
Lido Advisors
434
Lido Advisors
California
$628K
NCM
435
NCM Capital Management
New Jersey
$628K
MWG
436
Martin Worley Group
Utah
$627K
PFBT
437
Parkside Financial Bank & Trust
Missouri
$621K
ACA
438
Aptus Capital Advisors
Alabama
$621K
FWM
439
Forza Wealth Management
Florida
$617K
CTC
440
Central Trust Company
Missouri
$601K
G
441
GenTrust
Florida
$598K
BI
442
Berkeley Inc
Idaho
$595K
FS
443
Financial Symmetry
North Carolina
$593K
CWA
444
Cascade Wealth Advisors
Washington
$591K
USCWA
445
U.S. Capital Wealth Advisors
Texas
$587K
NA
446
Nautilus Advisors
California
$584K
KRW
447
Kaufman Rossin Wealth
Florida
$581K
IC
448
IEQ Capital
California
$580K
SFS
449
Strategic Financial Services
New York
$575K
WF
450
WoodTrust Financial
Wisconsin
$575K