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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
SW
176
Simplicity Wealth
New Jersey
$6.38M
NWM
177
Northwest Wealth Management
Iowa
$6.35M
BP
178
BWM Planning
Texas
$6.24M
PWM
179
Parkshore Wealth Management
California
$6.1M
SA
180
Seneschal Advisors
Washington
$6.04M
AWM
181
Ariadne Wealth Management
California
$5.98M
KAS
182
Kestra Advisory Services
Texas
$5.91M
SWP
183
Stratos Wealth Partners
Ohio
$5.84M
VWA
184
Valued Wealth Advisors
Utah
$5.8M
CSB
185
City State Bank
Iowa
$5.77M
Stifel Financial
186
Stifel Financial
Missouri
$5.72M
FWM
187
FMB Wealth Management
California
$5.7M
AC
188
Annandale Capital
Texas
$5.66M
MHS
189
M Holdings Securities
Oregon
$5.65M
CTWM
190
Cherry Tree Wealth Management
Minnesota
$5.37M
FFA
191
Farther Finance Advisors
California
$5.37M
NA
192
NewEdge Advisors
Louisiana
$5.35M
TC
193
TAGStone Capital
North Carolina
$5.32M
CWA
194
CogentBlue Wealth Advisors
Tennessee
$5.31M
GC
195
Gibson Capital
Pennsylvania
$5.26M
RLIM
196
Red Lighthouse Investment Management
New York
$5.11M
CA
197
Claris Advisors
Missouri
$5.03M
SFP
198
SwitchPoint Financial Planning
Utah
$4.99M
VF
199
Vestment Financial
Minnesota
$4.9M
GMA
200
Glassy Mountain Advisors
Maryland
$4.9M