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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
WDL
526
Well Done LLC
Michigan
$357K
FWS
527
FinDec Wealth Services
California
$354K
WS
528
Wedbush Securities
California
$352K
VFP
529
Verus Financial Partners
Virginia
$352K
Bank of New York Mellon
530
Bank of New York Mellon
New York
$351K
OIS
531
Okabena Investment Services
Minnesota
$350K
VF
532
Vawter Financial
Ohio
$348K
IF
533
Intrua Financial
Texas
$343K
RWM
534
Rialto Wealth Management
New York
$340K
FA
535
Fortis Advisors
Pennsylvania
$340K
FFG
536
First Financial Group
North Carolina
$340K
PCA
537
Prosperity Capital Advisors
Ohio
$340K
BWM
538
BCO Wealth Management
New Mexico
$338K
MCM
539
Mitchell Capital Management
Kansas
$334K
PP
540
PrairieView Partners
Minnesota
$328K
LFAS
541
Level Four Advisory Services
Texas
$327K
CFO
542
Collective Family Office
Pennsylvania
$327K
SAM
543
Sequent Asset Management
Texas
$320K
TFS
544
Thoroughbred Financial Services
Tennessee
$318K
SSC
545
Syverson Strege & Co
Iowa
$316K
CIM
546
Cambria Investment Management
California
$315K
EF
547
Empowered Funds
Pennsylvania
$315K
AIS
548
Accredited Investor Services
Minnesota
$313K
TP
549
Tranquility Partners
Tennessee
$309K
TCA
550
Transcend Capital Advisors
New Jersey
$309K