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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
PA
701
Pineridge Advisors
Missouri
$10.5K
IWP
702
IAG Wealth Partners
Wisconsin
$10.2K
EWM
703
Evermay Wealth Management
Virginia
$9.17K
CSC
704
Caldwell Sutter Capital
California
$6.04K
WAS
705
Winch Advisory Services
Wisconsin
$2.35K
PWA
706
Physician Wealth Advisors
Utah
$1.94K
AIC
707
Archer Investment Corporation
Indiana
$1.89K
MPWT
708
MassMutual Private Wealth & Trust
Connecticut
$1.78K
NEWAS
709
N.E.W. Advisory Services
Wisconsin
$1.67K
JFGIW
710
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$810
CW
711
Cook Wealth
North Carolina
GCM
712
G2 Capital Management
Ohio
MPM
713
MBB Public Markets
Illinois
GLA
714
Good Life Advisors
Pennsylvania
Two Sigma Investments
715
Two Sigma Investments
New York
FCI
716
Financial Counselors Inc
Kansas
MWM
717
Mattern Wealth Management
Kansas
Jane Street
718
Jane Street
New York
LW
719
Lauer Wealth
Indiana
Goldman Sachs
720
Goldman Sachs
New York
PGFC
721
Peapack-Gladstone Financial Corp
New Jersey
FA
722
Fiducient Advisors
Illinois
Fisher Asset Management
723
Fisher Asset Management
Washington
MHFA
724
Mission Hills Financial Advisory
California
BWA
725
Bordeaux Wealth Advisors
California