Stocks With The Most
New Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
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Name Net new
positions 		New positions Closed positions Return since
31 Mar ‘23
501
27 35 8 59.5%
502
27 41 14 6.97%
503
27 27 0 2.65%
MS icon
504
Morgan Stanley
MS
$298B
26 146 120 115%
505
26 107 81 54.4%
506
26 123 97 12.6%
507
26 96 70 35.5%
508
26 100 74 27.4%
509
26 68 42 35%
510
26 95 69 53.6%
DFAT icon
511
Dimensional US Targeted Value ETF
DFAT
$13.7B
26 41 15 49.6%
512
26 71 45 232%
513
26 75 49 11.6%
514
26 68 42 118%
515
26 60 34 163%
516
26 53 27 30.2%
517
26 59 33 19.5%
518
26 64 38 24.6%
519
26 40 14 2.68%
520
26 68 42 1.07%
521
26 55 29 0%
522
26 48 22 207%
523
26 46 20 113%
524
26 45 19 1,209%
525
26 66 40 16.7%
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