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Dimensional US Targeted Value ETF

405 hedge funds and large institutions have $4.39B invested in Dimensional US Targeted Value ETF in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 179 increasing their positions, 109 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+7
Holders Change %
+1.76%
% of All Funds
7%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.25%
New
30
Increased
179
Reduced
109
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
251
Janney Montgomery Scott
Pennsylvania
$479K
RRCM
252
Rappaport Reiches Capital Management
Illinois
$470K +$254K +6,511 +117%
USCWA
253
U.S. Capital Wealth Advisors
Texas
$469K -$1.64K -42 -0.3%
NCM
254
NCM Capital Management
New Jersey
$464K +$1.29K +33 +0.3%
T
255
TCWP
Ohio
$459K
BC
256
Burleson & Co
California
$436K
SHWM
257
Silicon Hills Wealth Management
Texas
$432K
AFAS
258
Acorn Financial Advisory Services
Virginia
$431K +$5.93K +152 +1%
SAM
259
Stone Asset Management
Texas
$428K +$1.68K +43 +0.4%
SFS
260
Strategic Financial Services
New York
$418K
Financial Engines Advisors
261
Financial Engines Advisors
California
$416K +$23.3K +600 +6%
WF
262
WoodTrust Financial
Wisconsin
$415K
WT
263
Whittier Trust
California
$413K +$195 +5 +0%
FOA
264
Five Oceans Advisors
California
$399K +$22.5K +578 +6%
KCPG
265
Kavar Capital Partners Group
Kansas
$395K +$1.52K +39 +0.4%
MA
266
Momentum Advisors
New York
$393K +$393K +10,074 New
SHGA
267
Sand Hill Global Advisors
California
$392K
BFC
268
Bedel Financial Consulting
Indiana
$391K +$391K +8,781 New
SAM
269
Secure Asset Management
Michigan
$389K
GTAM
270
Global Trust Asset Management
Florida
$389K +$264K +6,755 +210%
DAS
271
Dynamic Advisor Solutions
Arizona
$386K +$42.7K +1,096 +12%
Carson Wealth (CWM LLC)
272
Carson Wealth (CWM LLC)
Nebraska
$383K -$1.52K -39 -0.4%
BWP
273
Balboa Wealth Partners
Arizona
$372K +$372K +9,540 New
HSG
274
Helen Stephens Group
Texas
$370K +$151K +3,874 +69%
PFBT
275
Parkside Financial Bank & Trust
Missouri
$366K