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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
SCM
601
SCS Capital Management
Massachusetts
$241K
BCM
602
Brookstone Capital Management
Illinois
$239K
BB
603
Busey Bank
Illinois
$238K
NC
604
North Capital
Utah
$236K
WWM
605
Woodside Wealth Management
Massachusetts
$233K
GM
606
GeoWealth Management
Illinois
$232K
VA
607
Vident Advisory
Georgia
$232K
BAAM
608
Baker Avenue Asset Management
California
$228K
CSIC
609
Clifford Swan Investment Counsel
California
$227K
QCM
610
QRG Capital Management
Illinois
$223K
DWM
611
Drive Wealth Management
Utah
$222K
FFM
612
Flagstone Financial Management
Nebraska
$222K
CWM
613
Core Wealth Management
Florida
$221K
SWM
614
SilverOak Wealth Management
Minnesota
$221K
GWM
615
GDS Wealth Management
Texas
$221K
GPW
616
Gentry Private Wealth
Kansas
$219K
MAG
617
Mokosak Advisory Group
Iowa
$216K
PP
618
Pacifica Partners
Canada
$215K
SWP
619
Sagespring Wealth Partners
Tennessee
$214K
WANY
620
Wealthspire Advisors (New York)
New York
$214K
PFA
621
Pettinga Financial Advisors
Indiana
$213K
NRW
622
Nova R Wealth
Kansas
$211K
FA
623
FF Advisors
California
$209K
OCM
624
One Capital Management
California
$207K
HIIFS
625
Harel Insurance Investments & Financial Services
Israel
$205K