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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
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$27.3M
BHWM
52
Beaird Harris Wealth Management
Texas
$26.9M
PCI
53
Planning Center Inc
Illinois
$26.9M
HSG
54
Helen Stephens Group
Texas
$26.5M
FG
55
Foster Group
Iowa
$26.2M
TWA
56
TCI Wealth Advisors
Arizona
$26M
MFWP
57
Mosaic Family Wealth Partners
Missouri
$25.5M
EFA
58
Efficient Frontier Advisors
Connecticut
$25.2M
AWM
59
AE Wealth Management
Kansas
$25.1M
MML Investors Services
60
MML Investors Services
Massachusetts
$25.1M
FH
61
Financial Harvest
Florida
$24.5M
AssetMark Inc
62
AssetMark Inc
California
$24.4M
PWM
63
PBMares Wealth Management
Virginia
$24.4M
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$24.3M
WG
65
Watchman Group
Texas
$23.6M
MWM
66
Meritas Wealth Management
California
$23.3M
TFM
67
TFC Financial Management
Massachusetts
$23.2M
SIMC
68
Squire Investment Management Company
Utah
$22.9M
UBS Group
69
UBS Group
Switzerland
$22.8M
CSIA
70
Conrad Siegel Investment Advisors
Pennsylvania
$22.2M
DEM
71
Disciplined Equity Management
Florida
$21.7M
LFA
72
Lauterbach Financial Advisors
Texas
$21.4M
EWA
73
Exencial Wealth Advisors
Oklahoma
$21.2M
KAM
74
Kraft Asset Management
Tennessee
$21M
TWP
75
TFO Wealth Partners
Ohio
$20.7M