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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
WFA
526
WMG Financial Advisors
Tennessee
$361K
NG
527
NWK Group
California
$360K
WDL
528
Well Done LLC
Michigan
$357K
FWS
529
FinDec Wealth Services
California
$354K
WS
530
Wedbush Securities
California
$352K
VFP
531
Verus Financial Partners
Virginia
$352K
Bank of New York Mellon
532
Bank of New York Mellon
New York
$351K
OIS
533
Okabena Investment Services
Minnesota
$350K
VF
534
Vawter Financial
Ohio
$348K
IF
535
Intrua Financial
Texas
$343K
RWM
536
Rialto Wealth Management
New York
$340K
FA
537
Fortis Advisors
Pennsylvania
$340K
FFG
538
First Financial Group
North Carolina
$340K
PCA
539
Prosperity Capital Advisors
Ohio
$340K
BWM
540
BCO Wealth Management
New Mexico
$338K
MCM
541
Mitchell Capital Management
Kansas
$334K
PP
542
PrairieView Partners
Minnesota
$328K
LFAS
543
Level Four Advisory Services
Texas
$327K
CFO
544
Collective Family Office
Pennsylvania
$327K
SAM
545
Sequent Asset Management
Texas
$320K
TFS
546
Thoroughbred Financial Services
Tennessee
$318K
SSC
547
Syverson Strege & Co
Iowa
$316K
EF
548
Empowered Funds
Pennsylvania
$315K
CIM
549
Cambria Investment Management
California
$315K
AIS
550
Accredited Investor Services
Minnesota
$313K