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Dimensional US Targeted Value ETF

710 hedge funds and large institutions have $8.51B invested in Dimensional US Targeted Value ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 261 increasing their positions, 250 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
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
DI
151
Disciplined Investments
Oklahoma
$8.17M
AIS
152
American Investment Services
Massachusetts
$7.93M
TFO
153
Timonier Family Office
North Carolina
$7.79M
LFS
154
Lutz Financial Services
Nebraska
$7.64M
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$7.63M
JWS
156
Juncture Wealth Strategies
Arizona
$7.63M
GCA
157
Gradient Capital Advisors
California
$7.57M
LWM
158
Liberty Wealth Management
California
$7.54M
DPW
159
DiNuzzo Private Wealth
Pennsylvania
$7.47M
RFC
160
Regions Financial Corp
Alabama
$7.36M
AWM
161
Avondale Wealth Management
Texas
$7.34M
EA
162
Eclectic Associates
California
$7.17M
MWM
163
Mission Wealth Management
California
$7.17M
SC
164
Scratch Capital
Idaho
$7.15M
DADC
165
D.A. Davidson & Co
Montana
$7.11M
PCM
166
Passive Capital Management
Maryland
$7.11M
O3W
167
Omni 360 Wealth
New Jersey
$7.04M
RK
168
Rather & Kittrell
Tennessee
$7.01M
LFP
169
Lakeshore Financial Planning
Michigan
$6.65M
EA
170
Efficient Advisors
Ohio
$6.6M
SC
171
Schoolcraft Capital
Colorado
$6.55M
PWMG
172
Pioneer Wealth Management Group
Texas
$6.54M
WPW
173
Watershed Private Wealth
Illinois
$6.52M
MIAS
174
Mason Investment Advisory Services
Virginia
$6.45M
Baird Financial Group
175
Baird Financial Group
Wisconsin
$6.39M