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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
AWS
451
Atria Wealth Solutions
New York
$557K
LCM
452
Liberty Capital Management
Michigan
$556K
BJL
453
Brighton Jones LLC
Washington
$553K
MSWM
454
McGlone Suttner Wealth Management
Wisconsin
$549K
CPWM
455
Cypress Point Wealth Management
Texas
$548K
Fifth Third Bancorp
456
Fifth Third Bancorp
Ohio
$545K
BFA
457
Beacon Financial Advisory
Ohio
$543K
Empower Advisory Group
458
Empower Advisory Group
Colorado
$542K
FPCP
459
Fort Point Capital Partners
California
$540K
MCA
460
Magnolia Capital Advisors
Mississippi
$537K
CAMG
461
CWA Asset Management Group
Florida
$537K
TWP
462
Triad Wealth Partners
Kansas
$537K
DAS
463
Diversify Advisory Services
Utah
$526K
AWM
464
Arista Wealth Management
Nevada
$520K
FOA
465
Five Oceans Advisors
California
$517K
WPC
466
Wedmont Private Capital
Pennsylvania
$512K
MFIM
467
Mesirow Financial Investment Management
Illinois
$511K
BDWCC
468
B&D White Capital Company
Texas
$509K
BTI
469
Blue Trust Inc
Georgia
$509K
MPW
470
MASECO Private Wealth
$506K
MCM
471
Mattern Capital Management
Colorado
$501K
WSFS
472
Wilmington Savings Fund Society
Delaware
$497K
RFA
473
Rollins Financial Advisors
New York
$492K
SAM
474
Secure Asset Management
Michigan
$491K
M&T Bank
475
M&T Bank
New York
$489K