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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
RFA
651
Reyes Financial Architecture
California
$105K
CIR
652
Clear Investment Research
Georgia
$89.1K
S
653
SignatureFD
Georgia
$86.8K
SC
654
SouthState Corp
Florida
$84K
TIM
655
Tortoise Investment Management
New York
$83.6K
HNB
656
Huntington National Bank
Ohio
$80.9K
CFO
657
CVA Family Office
Colorado
$80.7K
CMP
658
Coston McIsaac & Partners
Maine
$78K
PCA
659
Providence Capital Advisors
North Carolina
$71.7K
WT
660
Whittier Trust
California
$71.6K
WTFG
661
Wood Tarver Financial Group
Idaho
$71K
AFG
662
Albion Financial Group
Utah
$70.2K
CFFP
663
Center for Financial Planning
Michigan
$70.1K
T
664
Transce3nd
Texas
$70.1K
AAS
665
Ameritas Advisory Services
Nebraska
$69.3K
AAP
666
Arax Advisory Partners
Colorado
$68.2K
MSWA
667
Marshall & Sterling Wealth Advisors
New York
$66.5K
SN
668
Sittner & Nelson
Oregon
$65.5K
BA
669
Bellwether Advisors
Nebraska
$65.1K
FCG
670
Financial Connections Group
California
$63K
AWM
671
Angeles Wealth Management
California
$60.6K
TCA
672
Trifecta Capital Advisors
Illinois
$60.2K
HR
673
Howe & Rusling
New York
$59.4K
SS
674
Sunbelt Securities
Texas
$57.7K
PWAM
675
Private Wealth Asset Management
Iowa
$54.4K