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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
PC
576
Peavine Capital
Nevada
$280K
DI
577
Disciplined Investors
Texas
$279K
TSS
578
Two Sigma Securities
New York
$276K
PFP
579
Paragon Financial Partners
California
$274K
GP
580
Greenline Partners
New York
$274K
CA
581
CGN Advisors
Kansas
$274K
LW
582
Linscomb Wealth
Texas
$271K
AIP
583
Ameritas Investment Partners
Nebraska
$268K
CWR
584
Chico Wealth RIA
California
$266K
SIC
585
SJS Investment Consulting
Ohio
$265K
FIA
586
Foundations Investment Advisors
Arizona
$263K
BIG
587
Brookwood Investment Group
Arizona
$263K
William Blair & Company
588
William Blair & Company
Illinois
$262K
CPA
589
Cathy Pareto & Associates
Florida
$261K
BBHC
590
Brown Brothers Harriman & Co
New York
$260K
IWM
591
IHT Wealth Management
Illinois
$254K
CCA
592
Clarity Capital Advisors
Florida
$253K
GFP
593
Gryphon Financial Partners
Ohio
$253K
CIA
594
Concurrent Investment Advisors
Florida
$250K
SWP
595
Significant Wealth Partners
Illinois
$249K
VPP
596
Vertex Planning Partners
Illinois
$248K
GRP
597
Global Retirement Partners
California
$248K
EIG
598
Ellenbecker Investment Group
Wisconsin
$246K
GAM
599
GEM Asset Management
Michigan
$246K
KFI
600
Key Financial Inc
Pennsylvania
$244K