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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 %
BAM
251
Baldrige Asset Management
Pennsylvania
$871K +$97.4K +2,189 +13%
AWS
252
Atria Wealth Solutions
New York
$846K +$30.6K +687 +4%
RWM
253
Rockwood Wealth Management
Pennsylvania
$846K +$81.5K +1,831 +11%
CPIG
254
Chicago Partners Investment Group
Illinois
$833K +$126K +2,873 +18%
EWP
255
Elevation Wealth Partners
California
$831K +$831K +18,674 New
DWM
256
Dakota Wealth Management
Florida
$815K
PB
257
Pinnacle Bancorp
Nebraska
$787K -$3.69K -83 -0.5%
AAS
258
Avantax Advisory Services
Texas
$780K +$163K +3,655 +26%
BFC
259
Bedel Financial Consulting
Indiana
$773K +$271K +6,099 +54%
PWMG
260
Pioneer Wealth Management Group
Texas
$768K +$79K +1,776 +11%
WP
261
Wealthspan Partners
Iowa
$766K +$185K +4,148 +32%
ASI
262
Advisory Services & Investments
Oregon
$756K -$8.9K -200 -1%
IPW
263
Intergy Private Wealth
Colorado
$741K -$935 -21 -0.1%
PMFA
264
Plante Moran Financial Advisors
Michigan
$734K -$50.2K -1,128 -6%
AAS
265
Ameritas Advisory Services
Nebraska
$734K -$522K -11,725 -42%
AA
266
Addison Advisors
Vermont
$734K -$32K -718 -4%
AWM
267
Apollon Wealth Management
South Carolina
$732K +$207K +4,656 +39%
TF
268
TIAA FSB
Florida
$718K -$39.2K -882 -5%
TNBTD
269
Trustmark National Bank Trust Department
Mississippi
$716K
BCA
270
Bay Colony Advisors
Massachusetts
$705K +$364K +8,321 +107%
USCWA
271
U.S. Capital Wealth Advisors
Texas
$704K -$2.98K -67 -0.4%
MPAM
272
Murphy Pohlad Asset Management
Minnesota
$697K +$1.51K +34 +0.2%
CPSAC
273
Chas P. Smith & Associates (CPS)
Florida
$692K
FWP
274
Falcon Wealth Planning
California
$690K +$89 +2 +0%
KeyBank National Association
275
KeyBank National Association
Ohio
$679K