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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
DOA
601
D'Orazio & Associates
Virginia
$242K
DJSG
602
D.J. St. Germain
Massachusetts
$242K
SCM
603
SCS Capital Management
Massachusetts
$241K
BCM
604
Brookstone Capital Management
Illinois
$239K
BB
605
Busey Bank
Illinois
$238K
NC
606
North Capital
Utah
$236K
WWM
607
Woodside Wealth Management
Massachusetts
$233K
GM
608
GeoWealth Management
Illinois
$232K
VA
609
Vident Advisory
Georgia
$232K
BAAM
610
Baker Avenue Asset Management
California
$228K
CSIC
611
Clifford Swan Investment Counsel
California
$227K
QCM
612
QRG Capital Management
Illinois
$223K
DWM
613
Drive Wealth Management
Utah
$222K
FFM
614
Flagstone Financial Management
Nebraska
$222K
CWM
615
Core Wealth Management
Florida
$221K
SWM
616
SilverOak Wealth Management
Minnesota
$221K
GWM
617
GDS Wealth Management
Texas
$221K
GPW
618
Gentry Private Wealth
Kansas
$219K
MAG
619
Mokosak Advisory Group
Iowa
$216K
PP
620
Pacifica Partners
Canada
$215K
SWP
621
Sagespring Wealth Partners
Tennessee
$214K
WANY
622
Wealthspire Advisors (New York)
New York
$214K
PFA
623
Pettinga Financial Advisors
Indiana
$213K
NRW
624
Nova R Wealth
Kansas
$211K
FA
625
FF Advisors
California
$209K