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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
Northern Trust
201
Northern Trust
Illinois
$4.81M
BFA
202
Bragg Financial Advisors
North Carolina
$4.8M
1WM
203
1900 Wealth Management
Texas
$4.67M
CIAS
204
CFS Investment Advisory Services
New Jersey
$4.56M
PWIA
205
Porter White Investment Advisors
Alabama
$4.56M
MCM
206
MAI Capital Management
Ohio
$4.5M
SC
207
Shearwater Capital
Colorado
$4.48M
PWM
208
Parkworth Wealth Management
California
$4.4M
RFA
209
RTD Financial Advisors
Pennsylvania
$4.38M
MWA
210
Mills Wealth Advisors
Texas
$4.36M
VCA
211
Verdence Capital Advisors
Maryland
$4.32M
BCA
212
Bay Colony Advisors
Massachusetts
$4.28M
SHFA
213
SC&H Financial Advisors
Maryland
$4.18M
PAM
214
Pacific Asset Management
Washington
$4.12M
CA
215
Clune & Associates
Illinois
$4.1M
PWMG
216
Private Wealth Management Group
New Jersey
$4.09M
SIM
217
Studio Investment Management
Illinois
$4.06M
BP
218
BBR Partners
New York
$4.03M
VPF
219
Vantage Point Financial
Illinois
$4.02M
PWS
220
Physician Wealth Solutions
Nevada
$3.98M
BH
221
Burk Holdings
Oklahoma
$3.95M
EK
222
Evensky & Katz
Florida
$3.94M
DPI
223
Diversified Portfolios Inc
Michigan
$3.91M
WA
224
Wealthstream Advisors
New York
$3.88M
HIGP
225
Hill Investment Group Partners
Missouri
$3.87M