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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
Creative Planning
1
Creative Planning
Kansas
$761M
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$688M
FFM
3
Forum Financial Management
Illinois
$505M
IFA
4
Index Fund Advisors
California
$333M
SC
5
Savant Capital
Illinois
$267M
FPAS
6
Focus Partners Advisor Solutions
Missouri
$262M
PFA
7
Pure Financial Advisors
California
$248M
EWA
8
EP Wealth Advisors
California
$176M
JTWM
9
Jackson Thornton Wealth Management
Alabama
$160M
ADL
10
Asset Dedication LLC
California
$129M
Corient Private Wealth
11
Corient Private Wealth
Florida
$123M
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$122M
WCWM
13
Willow Creek Wealth Management
California
$113M
HighTower Advisors
14
HighTower Advisors
Illinois
$102M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$102M
TCOTS
16
Trust Company of the South
North Carolina
$96.9M
AC
17
Apella Capital
Connecticut
$92M
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$89.7M
RIM
19
RW Investment Management
Idaho
$88.9M
Raymond James Financial
20
Raymond James Financial
Florida
$83.8M
PL
21
Plancorp LLC
Missouri
$82.9M
TI
22
Truepoint Inc
Ohio
$82.8M
AWP
23
Abacus Wealth Partners
California
$79.4M
GOCP
24
Great Oak Capital Partners
Massachusetts
$75M
SFA
25
Sequoia Financial Advisors
Ohio
$68.1M