DIMENSIONAL ETF TRUST US TARGETED VLU

DIMENSIONAL ETF TRUST US TARGETED VLU is a security (CUSIP 25434V609) tracked across SEC portfolio filings. 871 institutional managers reported $11.2B on Form 13F as of 2026-06-30.

Summary

Top institutional holders (Form 13F)

Showing 15 of 871 managers by value.

ManagerLocationValueShares
Creative PlanningOverland Park, KS$844.4M13,521,487
Focus Partners WealthST LOUIS, MO$821.9M13,144,184
Forum Financial Management, LPLOMBARD, IL$725.8M10,383,581
Index Fund Advisors, Inc.IRVINE, CA$398.7M6,383,799
Focus Partners Advisor Solutions, LLCSAINT LOUIS, MO$393.7M5,632,475
Pure Financial Advisors, LLCSAN DIEGO, CA$344.6M5,517,252
Savant Capital, LLCROCKFORD, IL$298.7M4,783,669
EP Wealth Advisors, LLCTORRANCE, CA$268.6M4,301,015
JACKSON THORNTON WEALTH MANAGEMENT, LLCMONTGOMERY, AL$196.7M2,814,122
Asset Dedication, LLCSAN FRANCISCO, CA$178.2M2,548,907
Corient Private Wealth LLCMiami, FL$164.7M2,644,999
Apella Capital, LLCGLASTONBURY, CT$144.1M2,077,701
RAYMOND JAMES FINANCIAL INCST. PETERSBURG, FL$127.9M2,048,713
Willow Creek Wealth Management Inc.Sebastopol, CA$125.3M2,153,099
HighTower Advisors, LLCCHICAGO, IL$124.8M1,785,984

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