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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
GT
501
Greenleaf Trust
Michigan
$416K
MWC
502
MBM Wealth Consultants
Missouri
$410K
RI
503
Ridgewood Investments
New Jersey
$402K
MEAC
504
M.E. Allison & Co
Texas
$401K
GWA
505
Geometric Wealth Advisors
District of Columbia
$397K
PTC
506
Private Trust Company
Ohio
$396K
HIA
507
HTG Investment Advisors
Connecticut
$395K
SCA
508
STALEY CAPITAL ADVISERS
Pennsylvania
$392K
DWM
509
Destination Wealth Management
California
$392K
BAM
510
Belpointe Asset Management
Nevada
$389K
FCA
511
Fortis Capital Advisors
Kansas
$389K
WCP
512
Wick Capital Partners
Pennsylvania
$387K
DFC
513
DBK Financial Counsel
Ohio
$386K
TC
514
TownSquare Capital
Utah
$384K
ASN
515
Advisory Services Network
Georgia
$384K
RPCA
516
Running Point Capital Advisors
California
$383K
SWM
517
Silverlake Wealth Management
Vermont
$379K
SHF
518
Stage Harbor Financial
Massachusetts
$375K
IAN
519
Integrated Advisors Network
Texas
$369K
IA
520
IFP Advisors
Florida
$369K
OC
521
Oakworth Capital
Alabama
$367K
SLT
522
St Louis Trust
Missouri
$365K
RP
523
Rowlandmiller & Partners
Georgia
$364K
WAN
524
Wealth Advisors Northwest
Oregon
$362K
MPAM
525
Murphy Pohlad Asset Management
Minnesota
$361K