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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
PFG
26
Premier Financial Group
California
$65.2M
Bank of America
27
Bank of America
North Carolina
$64.7M
LPL Financial
28
LPL Financial
California
$63.9M
Cerity Partners
29
Cerity Partners
New York
$60M
EAM
30
Evanson Asset Management
California
$59.4M
TH
31
Team Hewins
California
$52.7M
AF
32
Allworth Financial
California
$50M
EWM
33
Empirical Wealth Management
Washington
$49.8M
SM
34
Sensible Money
Arizona
$48.7M
Mariner
35
Mariner
Kansas
$46.4M
BAM
36
Bayshore Asset Management
Florida
$45.2M
SWA
37
Sax Wealth Advisors
New Jersey
$45.1M
MWM
38
Modera Wealth Management
New Jersey
$42.9M
CPA
39
Capital Performance Advisors
California
$41.9M
JIC
40
Joel Isaacson & Co
New York
$39.1M
PFM
41
Phillips Financial Management
Indiana
$38.2M
KAM
42
KEB Asset Management
Illinois
$37.3M
GWWM
43
Great Waters Wealth Management
Minnesota
$37.3M
PWP
44
Parkwoods Wealth Partners
New York
$34.5M
TWM
45
Tumwater Wealth Management
Idaho
$32.8M
FMWA
46
Forvis Mazars Wealth Advisors
Missouri
$32.5M
MWA
47
Monograph Wealth Advisors
California
$31.6M
FCAS
48
First Command Advisory Services
Texas
$29.1M
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$28.9M
EFP
50
EnRich Financial Partners
Wisconsin
$28.4M