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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
AIS
151
American Investment Services
Massachusetts
$7.93M
TFO
152
Timonier Family Office
North Carolina
$7.79M
LFS
153
Lutz Financial Services
Nebraska
$7.64M
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$7.63M
JWS
155
Juncture Wealth Strategies
Arizona
$7.63M
GCA
156
Gradient Capital Advisors
California
$7.57M
LWM
157
Liberty Wealth Management
California
$7.54M
DPW
158
DiNuzzo Private Wealth
Pennsylvania
$7.47M
RFC
159
Regions Financial Corp
Alabama
$7.36M
AWM
160
Avondale Wealth Management
Texas
$7.34M
O3W
161
Omni 360 Wealth
New Jersey
$7.3M
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
RK
167
Rather & Kittrell
Tennessee
$7.01M
LFP
168
Lakeshore Financial Planning
Michigan
$6.65M
EA
169
Efficient Advisors
Ohio
$6.6M
SC
170
Schoolcraft Capital
Colorado
$6.55M
PWMG
171
Pioneer Wealth Management Group
Texas
$6.54M
WPW
172
Watershed Private Wealth
Illinois
$6.52M
MIAS
173
Mason Investment Advisory Services
Virginia
$6.45M
Baird Financial Group
174
Baird Financial Group
Wisconsin
$6.39M
Osaic Holdings
175
Osaic Holdings
Arizona
$6.39M