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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
ACG
76
Allen Capital Group
Nebraska
$20.6M
Pathstone Holdings
77
Pathstone Holdings
New Jersey
$20.4M
CWS
78
Confluence Wealth Services
Pennsylvania
$20.3M
CL
79
Choreo LLC
Illinois
$20.2M
BGWM
80
Bridge Generations Wealth Management
Florida
$20.1M
SFS
81
Summit Financial Strategies
Ohio
$20.1M
W
82
WPWealth
Texas
$19.5M
BWA
83
Babb Wealth Advisors
Arizona
$19.3M
THL
84
Tillman Hartley LLC
Colorado
$19.1M
CFGA
85
Cambridge Financial Group (Arizona)
Arizona
$19M
Betterment LLC
86
Betterment LLC
New York
$18.5M
Financial Engines Advisors
87
Financial Engines Advisors
California
$18.3M
DWM
88
Dopkins Wealth Management
New York
$18.3M
TFP
89
Triune Financial Partners
Kansas
$18.2M
CPA
90
Cardiff Park Advisors
California
$17.7M
MSWM
91
Master's Wealth Management
Pennsylvania
$17.5M
LW
92
Libra Wealth
California
$16.8M
RCI
93
RS Crum Inc
California
$16.8M
EH
94
Equitable Holdings
New York
$16.7M
Jones Financial Companies
95
Jones Financial Companies
Missouri
$16.5M
KFG
96
Kelly Financial Group
Connecticut
$16.2M
ACM
97
Aspen Capital Management
Idaho
$16.1M
SWM
98
Sterling Wealth Management
Illinois
$16.1M
AUB
99
Atlantic Union Bankshares
Virginia
$16M
Truist Financial
100
Truist Financial
North Carolina
$15.7M