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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
HWM
451
HB Wealth Management
Georgia
$569K
AWS
452
Atria Wealth Solutions
New York
$557K
LCM
453
Liberty Capital Management
Michigan
$556K
BJL
454
Brighton Jones LLC
Washington
$553K
MSWM
455
McGlone Suttner Wealth Management
Wisconsin
$549K
CPWM
456
Cypress Point Wealth Management
Texas
$548K
Fifth Third Bancorp
457
Fifth Third Bancorp
Ohio
$545K
PFP
458
Pinnacle Financial Partners
Tennessee
$544K
BFA
459
Beacon Financial Advisory
Ohio
$543K
Empower Advisory Group
460
Empower Advisory Group
Colorado
$542K
FPCP
461
Fort Point Capital Partners
California
$540K
MCA
462
Magnolia Capital Advisors
Mississippi
$537K
CAMG
463
CWA Asset Management Group
Florida
$537K
TWP
464
Triad Wealth Partners
Kansas
$537K
DAS
465
Diversify Advisory Services
Utah
$526K
AWM
466
Arista Wealth Management
Nevada
$520K
FOA
467
Five Oceans Advisors
California
$517K
WPC
468
Wedmont Private Capital
Pennsylvania
$512K
MFIM
469
Mesirow Financial Investment Management
Illinois
$511K
BDWCC
470
B&D White Capital Company
Texas
$509K
BTI
471
Blue Trust Inc
Georgia
$509K
MPW
472
MASECO Private Wealth
$506K
MCM
473
Mattern Capital Management
Colorado
$501K
WSFS
474
Wilmington Savings Fund Society
Delaware
$497K
RFA
475
Rollins Financial Advisors
New York
$492K