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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
TSS
576
Two Sigma Securities
New York
$276K
PFP
577
Paragon Financial Partners
California
$274K
GP
578
Greenline Partners
New York
$274K
CA
579
CGN Advisors
Kansas
$274K
LW
580
Linscomb Wealth
Texas
$271K
AIP
581
Ameritas Investment Partners
Nebraska
$268K
CWR
582
Chico Wealth RIA
California
$266K
SIC
583
SJS Investment Consulting
Ohio
$265K
FIA
584
Foundations Investment Advisors
Arizona
$263K
BIG
585
Brookwood Investment Group
Arizona
$263K
William Blair & Company
586
William Blair & Company
Illinois
$262K
CPA
587
Cathy Pareto & Associates
Florida
$261K
BBHC
588
Brown Brothers Harriman & Co
New York
$260K
IWM
589
IHT Wealth Management
Illinois
$254K
CCA
590
Clarity Capital Advisors
Florida
$253K
GFP
591
Gryphon Financial Partners
Ohio
$253K
CIA
592
Concurrent Investment Advisors
Florida
$250K
SWP
593
Significant Wealth Partners
Illinois
$249K
VPP
594
Vertex Planning Partners
Illinois
$248K
GRP
595
Global Retirement Partners
California
$248K
EIG
596
Ellenbecker Investment Group
Wisconsin
$246K
GAM
597
GEM Asset Management
Michigan
$246K
KFI
598
Key Financial Inc
Pennsylvania
$244K
DOA
599
D'Orazio & Associates
Virginia
$242K
DJSG
600
D.J. St. Germain
Massachusetts
$242K