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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
SFC
626
Strategic Financial Concepts
Texas
$204K
Franklin Resources
627
Franklin Resources
California
$203K
FWM
628
FFT Wealth Management
Pennsylvania
$202K
UWM
629
USAdvisors Wealth Management
Minnesota
$200K
HC
630
Hurley Capital
New York
$198K
CT
631
Caldwell Trust
Florida
$195K
FFA
632
Frazier Financial Advisors
Ohio
$195K
IWA
633
Icon Wealth Advisors
Texas
$184K
ACA
634
Atlas Capital Advisors
Wyoming
$178K
RTL
635
Red Tortoise LLC
Georgia
$171K
HI
636
Harbour Investments
Wisconsin
$169K
RIL
637
Rothschild Investment LLC
Illinois
$169K
BCM
638
Basso Capital Management
Connecticut
$162K
AF
639
Advisornet Financial
Minnesota
$158K
CIAS
640
Capital Investment Advisory Services
North Carolina
$156K
SAM
641
S.A. Mason
Michigan
$153K
National Bank of Canada
642
National Bank of Canada
Quebec, Canada
$152K
NP
643
NorthRock Partners
Minnesota
$143K
PGAM
644
Princeton Global Asset Management
New Jersey
$135K
M
645
MOTCO
Texas
$128K
CMBA
646
C.M. Bidwell & Associates
Hawaii
$128K
UB
647
UMB Bank
Missouri
$121K
IRC
648
Investors Research Corp
Georgia
$121K
GTAM
649
Global Trust Asset Management
Florida
$120K
GWS
650
Glassman Wealth Services
Virginia
$111K