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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
MOS
426
MGO One Seven
Ohio
$652K
EW
427
Evoke Wealth
California
$650K
WT
428
Washington Trust
Rhode Island
$647K
CAM
429
CPA Asset Management
Florida
$644K
Janney Montgomery Scott
430
Janney Montgomery Scott
Pennsylvania
$639K
RIP
431
RAM Investment Partners
Washington
$638K
FWCM
432
Ferguson Wellman Capital Management
Oregon
$636K
Lido Advisors
433
Lido Advisors
California
$628K
NCM
434
NCM Capital Management
New Jersey
$628K
MWG
435
Martin Worley Group
Utah
$627K
PFBT
436
Parkside Financial Bank & Trust
Missouri
$621K
ACA
437
Aptus Capital Advisors
Alabama
$621K
FWM
438
Forza Wealth Management
Florida
$617K
CTC
439
Central Trust Company
Missouri
$601K
G
440
GenTrust
Florida
$598K
BI
441
Berkeley Inc
Idaho
$595K
FS
442
Financial Symmetry
North Carolina
$593K
CWA
443
Cascade Wealth Advisors
Washington
$591K
USCWA
444
U.S. Capital Wealth Advisors
Texas
$587K
NA
445
Nautilus Advisors
California
$584K
KRW
446
Kaufman Rossin Wealth
Florida
$581K
IC
447
IEQ Capital
California
$580K
SFS
448
Strategic Financial Services
New York
$575K
WF
449
WoodTrust Financial
Wisconsin
$575K
HWM
450
HB Wealth Management
Georgia
$569K