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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
SAM
476
Secure Asset Management
Michigan
$491K
M&T Bank
477
M&T Bank
New York
$489K
CCWM
478
Correct Capital Wealth Management
Missouri
$487K
WP
479
Westmount Partners
California
$479K
Wells Fargo
480
Wells Fargo
California
$476K
GWM
481
Geneos Wealth Management
Colorado
$474K
MGWA
482
Monument Group Wealth Advisors
Massachusetts
$471K
HWM
483
Hemington Wealth Management
Virginia
$469K
HPA
484
High Probability Advisors
New York
$468K
SHGA
485
Sand Hill Global Advisors
California
$467K
EF
486
Exeter Financial
Arizona
$465K
KCM
487
Kathmere Capital Management
Pennsylvania
$464K
LIA
488
LBMC Investment Advisors
Tennessee
$461K
LFA
489
Legacy Financial Advisors
Kentucky
$461K
CW
490
CreativeOne Wealth
Kansas
$459K
TRCT
491
Tower Research Capital (TRC)
New York
$452K
LNWWM
492
Laird Norton Wetherby Wealth Management
California
$449K
Comerica Bank
493
Comerica Bank
Texas
$447K
AC
494
AlphaCore Capital
California
$442K
MA
495
Montag & Associates
Georgia
$437K
MWM
496
Modern Wealth Management
Kansas
$428K
CFG
497
Clayton Financial Group
Missouri
$428K
BFA
498
Benningfield Financial Advisors
California
$426K
MMA
499
Miracle Mile Advisors
California
$419K
CT
500
Colonial Trust
South Carolina
$419K