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Dimensional US Targeted Value ETF

486 hedge funds and large institutions have $6.75B invested in Dimensional US Targeted Value ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 211 increasing their positions, 140 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
+12
Holders Change %
+2.53%
% of All Funds
7.78%
Holding in Top 10
82
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.75%
% of All Funds
1.31%
New
41
Increased
211
Reduced
140
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
226
Versant Capital Management
Arizona
$1.33M -$11.3K -253 -0.8%
JPMPWA
227
J.P. Morgan Private Wealth Advisors
California
$1.31M -$47.3K -1,064 -3%
MWM
228
Melfa Wealth Management
Massachusetts
$1.29M +$6.63K +149 +0.5%
ZF
229
Zhang Financial
Michigan
$1.22M +$3.25K +73 +0.3%
2L
230
25 LLC
Missouri
$1.08M +$1.08M +25,487 New
FWM
231
Fortress Wealth Management
California
$1.06M +$88.9K +1,997 +9%
JWA
232
JFS Wealth Advisors
Pennsylvania
$1.06M +$178 +4 +0%
WFA
233
WMG Financial Advisors
Tennessee
$1.05M -$1.42M -20,952 -57%
HSG
234
Helen Stephens Group
Texas
$1.05M +$72.9K +1,638 +7%
OC
235
Oakworth Capital
Alabama
$1.01M +$790K +17,760 +355%
OW
236
Olistico Wealth
Oklahoma
$1M -$106K -2,375 -10%
MWM
237
Mission Wealth Management
California
$958K -$30.5K -686 -3%
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
$956K -$1.08M -24,257 -53%
MGIA
239
Moneta Group Investment Advisors
Missouri
$955K +$626K +14,062 +190%
Betterment LLC
240
Betterment LLC
New York
$947K +$414K +9,310 +78%
MCA
241
Maryland Capital Advisors
Maryland
$939K +$90.6K +2,036 +11%
BTWM
242
Baker Tilly Wealth Management
Wisconsin
$932K -$34.8K -783 -4%
Jane Street
243
Jane Street
New York
$911K -$4.94M -110,958 -84%
BCM
244
Basso Capital Management
Connecticut
$903K -$28.8K -647 -3%
CWM
245
Curi Wealth Management
North Carolina
$901K +$934 +21 +0.1%
TFA
246
Tobias Financial Advisors
Florida
$895K
MWP
247
Meredith Wealth Planning
Illinois
$890K -$1.96K -44 -0.2%
NHC
248
Nicholas Hoffman & Company
Georgia
$883K +$58.4K +1,312 +7%
PIFP
249
Partners in Financial Planning
Virginia
$882K -$1.29K -29 -0.1%
FA
250
Fiducient Advisors
Illinois
$872K +$872K +19,595 New