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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
HFS
676
Hantz Financial Services
Michigan
$53K
FDCP
677
Foster Dykema Cabot & Partners
Massachusetts
$52.7K
BIG
678
Brooklyn Investment Group
New York
$52.7K
CFS
679
CGC Financial Services
Oregon
$50.8K
RDFA
680
Ritter Daniher Financial Advisory
Ohio
$44.9K
IF
681
Integrity Financial
Wyoming
$42.4K
BCWM
682
Bartlett & Co Wealth Management
Ohio
$40.4K
IFS
683
Intelligent Financial Strategies
Minnesota
$39.3K
ME
684
McIlrath & Eck
Washington
$38.7K
WP
685
WealthShield Partners
North Carolina
$38.4K
SC
686
Steph & Co
Wisconsin
$38.4K
NRG
687
Nemes Rush Group
Michigan
$34.5K
MWM
688
Mascoma Wealth Management
New Hampshire
$31K
EWA
689
EQ Wealth Advisors
Texas
$29.4K
PA
690
Parallel Advisors
California
$29.2K
RF
691
Rossby Financial
Florida
$29.2K
TCM
692
Tradewinds Capital Management
Washington
$27.6K
SRCM
693
Signature Resources Capital Management
California
$27.4K
TCOT
694
Trust Company of Toledo
Ohio
$26.8K
TC
695
Truvestments Capital
Florida
$22.9K
CIBC Private Wealth Group
696
CIBC Private Wealth Group
Georgia
$22.2K
UCB
697
United Community Bank
South Carolina
$20.3K
GCM
698
Gables Capital Management
Florida
$17.2K
SWIM
699
Smallwood Wealth Investment Management
New Jersey
$16.7K
Qube Research & Technologies (QRT)
700
Qube Research & Technologies (QRT)
United Kingdom
$12.4K