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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
TP
551
Tranquility Partners
Tennessee
$309K
TCA
552
Transcend Capital Advisors
New Jersey
$309K
VCM
553
Vision Capital Management
Oregon
$308K
WWM
554
Whalen Wealth Management
Nevada
$305K
PS
555
Principal Securities
Iowa
$304K
CA
556
Clearstead Advisors
Ohio
$302K
AFAS
557
Acorn Financial Advisory Services
Virginia
$302K
VA
558
Valmark Advisers
Ohio
$300K
CFG
559
Citizens Financial Group
Rhode Island
$299K
YWM
560
Yoder Wealth Management
California
$299K
MWA
561
Midland Wealth Advisors
Illinois
$299K
ANB
562
Amarillo National Bank
Texas
$294K
FA
563
Fiduciary Alliance
South Carolina
$287K
HTWM
564
Hartmann Taylor Wealth Management
Texas
$287K
GA
565
Goldstein Advisors
Wisconsin
$287K
TA
566
TFB Advisors
Kansas
$285K
CCM
567
Cloud Capital Management
Washington
$284K
KFP
568
Keener Financial Planning
Texas
$284K
HA
569
Hanover Advisors
South Carolina
$284K
AI
570
Accredited Investors
Minnesota
$283K
PA
571
PFG Advisors
Arizona
$283K
SI
572
Stephens Inc
Arkansas
$282K
AWM
573
Accurate Wealth Management
Florida
$282K
MSF
574
Mustard Seed Financial
Arkansas
$281K
TCM
575
Towneley Capital Management
California
$280K