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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
CCWM
476
Correct Capital Wealth Management
Missouri
$487K
WP
477
Westmount Partners
California
$479K
Wells Fargo
478
Wells Fargo
California
$476K
GWM
479
Geneos Wealth Management
Colorado
$474K
MGWA
480
Monument Group Wealth Advisors
Massachusetts
$471K
HWM
481
Hemington Wealth Management
Virginia
$469K
HPA
482
High Probability Advisors
New York
$468K
SHGA
483
Sand Hill Global Advisors
California
$467K
EF
484
Exeter Financial
Arizona
$465K
KCM
485
Kathmere Capital Management
Pennsylvania
$464K
LIA
486
LBMC Investment Advisors
Tennessee
$461K
LFA
487
Legacy Financial Advisors
Kentucky
$461K
CW
488
CreativeOne Wealth
Kansas
$459K
TRCT
489
Tower Research Capital (TRC)
New York
$452K
LNWWM
490
Laird Norton Wetherby Wealth Management
California
$449K
Comerica Bank
491
Comerica Bank
Texas
$447K
AC
492
AlphaCore Capital
California
$442K
MA
493
Montag & Associates
Georgia
$437K
CFG
494
Clayton Financial Group
Missouri
$428K
BFA
495
Benningfield Financial Advisors
California
$426K
MMA
496
Miracle Mile Advisors
California
$419K
CT
497
Colonial Trust
South Carolina
$419K
GT
498
Greenleaf Trust
Michigan
$416K
MWC
499
MBM Wealth Consultants
Missouri
$410K
RI
500
Ridgewood Investments
New Jersey
$402K