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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
OFP
126
OLIO Financial Planning
Virginia
$10.6M
MG
127
Mather Group
Illinois
$10.6M
AL
128
Aspiriant LLC
California
$10.5M
FFG
129
Fiduciary Financial Group
California
$10.3M
VPWA
130
Vestia Personal Wealth Advisors
Indiana
$10.1M
BMD
131
Better Money Decisions
New Mexico
$10.1M
CPW
132
Crestmont Private Wealth
Texas
$10.1M
PS
133
Pinney & Scofield
Massachusetts
$9.95M
NEPWA
134
New England Private Wealth Advisors
Massachusetts
$9.89M
RSWM
135
Robertson Stephens Wealth Management
California
$9.87M
PAS
136
Park Avenue Securities
New York
$9.39M
SWM
137
Spire Wealth Management
Virginia
$9.29M
MCWS
138
McKinley Carter Wealth Services
West Virginia
$9.18M
AAM
139
Austin Asset Management
Texas
$8.73M
BPA
140
Beacon Pointe Advisors
California
$8.72M
LFGO
141
Legacy Financial Group (Oklahoma)
Oklahoma
$8.69M
OC
142
Oppenheimer & Co
New York
$8.55M
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$8.5M
AQR Capital Management
144
AQR Capital Management
Connecticut
$8.46M
AWM
145
Activest Wealth Management
Florida
$8.43M
KPP
146
Kings Path Partners
Texas
$8.42M
VW
147
Vance Wealth
California
$8.41M
PFA
148
Pillar Financial Advisors
Kentucky
$8.33M
SIS
149
Strategic Investment Solutions
Illinois
$8.28M
DI
150
Disciplined Investments
Oklahoma
$8.17M