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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
GWS
651
Glassman Wealth Services
Virginia
$111K
RFA
652
Reyes Financial Architecture
California
$105K
CIR
653
Clear Investment Research
Georgia
$89.1K
S
654
SignatureFD
Georgia
$86.8K
SC
655
SouthState Corp
Florida
$84K
TIM
656
Tortoise Investment Management
New York
$83.6K
HNB
657
Huntington National Bank
Ohio
$80.9K
CFO
658
CVA Family Office
Colorado
$80.7K
CMP
659
Coston McIsaac & Partners
Maine
$78K
PCA
660
Providence Capital Advisors
North Carolina
$71.7K
WT
661
Whittier Trust
California
$71.6K
WTFG
662
Wood Tarver Financial Group
Idaho
$71K
AFG
663
Albion Financial Group
Utah
$70.2K
CFFP
664
Center for Financial Planning
Michigan
$70.1K
T
665
Transce3nd
Texas
$70.1K
AAS
666
Ameritas Advisory Services
Nebraska
$69.3K
AAP
667
Arax Advisory Partners
Colorado
$68.2K
MSWA
668
Marshall & Sterling Wealth Advisors
New York
$66.5K
SN
669
Sittner & Nelson
Oregon
$65.5K
BA
670
Bellwether Advisors
Nebraska
$65.1K
FCG
671
Financial Connections Group
California
$63K
AWM
672
Angeles Wealth Management
California
$60.6K
TCA
673
Trifecta Capital Advisors
Illinois
$60.2K
HR
674
Howe & Rusling
New York
$59.4K
SS
675
Sunbelt Securities
Texas
$57.7K