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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
HNWA
101
Henrickson Nauta Wealth Advisors
Michigan
$15.6M
RLWM
102
RF&L Wealth Management
Massachusetts
$15.6M
BWA
103
BlueSky Wealth Advisors
North Carolina
$15.6M
MWM
104
McMill Wealth Management
Nebraska
$15.5M
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$15.5M
KSWWM
106
Keyes Stange & Wooten Wealth Management
Florida
$15.4M
LFG
107
Larson Financial Group
Missouri
$14.8M
QFA
108
Quantum Financial Advisors
California
$14.6M
MAM
109
McLean Asset Management
Virginia
$14.5M
VWA
110
Visionary Wealth Advisors
Illinois
$14.2M
ALWM
111
Andrews Lucia Wealth Management
California
$13.7M
AFG
112
Altiora Financial Group
Ohio
$13.1M
TPW
113
Tiller Private Wealth
Pennsylvania
$13.1M
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$12.9M
RA
115
Rise Advisors
New York
$12.6M
JWM
116
JDH Wealth Management
California
$12.6M
HWA
117
HMV Wealth Advisors
Louisiana
$12.4M
NWM
118
Navigoe Wealth Management
California
$12.4M
GCM
119
Graver Capital Management
Ohio
$12.1M
SWA
120
ShankerValleau Wealth Advisors
Illinois
$11.9M
RWM
121
Ruedi Wealth Management
Illinois
$11.7M
WMN
122
Wealth Management Nebraska
Nebraska
$11.6M
CWMA
123
Capstone Wealth Management (Alabama)
Alabama
$11.1M
MFT
124
Moisand Fitzgerald Tamayo
Florida
$10.9M
Morgan Stanley
125
Morgan Stanley
New York
$10.9M