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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
OCM
626
One Capital Management
California
$207K
HIIFS
627
Harel Insurance Investments & Financial Services
Israel
$205K
SFC
628
Strategic Financial Concepts
Texas
$204K
Franklin Resources
629
Franklin Resources
California
$203K
FWM
630
FFT Wealth Management
Pennsylvania
$202K
UWM
631
USAdvisors Wealth Management
Minnesota
$200K
HC
632
Hurley Capital
New York
$198K
CT
633
Caldwell Trust
Florida
$195K
FFA
634
Frazier Financial Advisors
Ohio
$195K
IWA
635
Icon Wealth Advisors
Texas
$184K
ACA
636
Atlas Capital Advisors
Wyoming
$178K
RTL
637
Red Tortoise LLC
Georgia
$171K
HI
638
Harbour Investments
Wisconsin
$169K
RIL
639
Rothschild Investment LLC
Illinois
$169K
BCM
640
Basso Capital Management
Connecticut
$162K
AF
641
Advisornet Financial
Minnesota
$158K
CIAS
642
Capital Investment Advisory Services
North Carolina
$156K
SAM
643
S.A. Mason
Michigan
$153K
National Bank of Canada
644
National Bank of Canada
Quebec, Canada
$152K
PGAM
645
Princeton Global Asset Management
New Jersey
$135K
M
646
MOTCO
Texas
$128K
CMBA
647
C.M. Bidwell & Associates
Hawaii
$128K
UB
648
UMB Bank
Missouri
$121K
IRC
649
Investors Research Corp
Georgia
$121K
GTAM
650
Global Trust Asset Management
Florida
$120K