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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
PWAM
676
Private Wealth Asset Management
Iowa
$54.4K
HFS
677
Hantz Financial Services
Michigan
$53K
FDCP
678
Foster Dykema Cabot & Partners
Massachusetts
$52.7K
BIG
679
Brooklyn Investment Group
New York
$52.7K
CFS
680
CGC Financial Services
Oregon
$50.8K
RDFA
681
Ritter Daniher Financial Advisory
Ohio
$44.9K
IF
682
Integrity Financial
Wyoming
$42.4K
BCWM
683
Bartlett & Co Wealth Management
Ohio
$40.4K
IFS
684
Intelligent Financial Strategies
Minnesota
$39.3K
ME
685
McIlrath & Eck
Washington
$38.7K
WP
686
WealthShield Partners
North Carolina
$38.4K
SC
687
Steph & Co
Wisconsin
$38.4K
NRG
688
Nemes Rush Group
Michigan
$34.5K
MWM
689
Mascoma Wealth Management
New Hampshire
$31K
EWA
690
EQ Wealth Advisors
Texas
$29.4K
PA
691
Parallel Advisors
California
$29.2K
RF
692
Rossby Financial
Florida
$29.2K
TCM
693
Tradewinds Capital Management
Washington
$27.6K
SRCM
694
Signature Resources Capital Management
California
$27.4K
TCOT
695
Trust Company of Toledo
Ohio
$26.8K
TC
696
Truvestments Capital
Florida
$22.9K
CIBC Private Wealth Group
697
CIBC Private Wealth Group
Georgia
$22.2K
UCB
698
United Community Bank
South Carolina
$20.3K
GCM
699
Gables Capital Management
Florida
$17.2K
SWIM
700
Smallwood Wealth Investment Management
New Jersey
$16.7K