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Dimensional US Targeted Value ETF

596 hedge funds and large institutions have $7.75B invested in Dimensional US Targeted Value ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 225 increasing their positions, 202 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
8.64%
Holding in Top 10
90
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.22%
% of All Funds
1.3%
New
43
Increased
225
Reduced
202
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCA
251
Maryland Capital Advisors
Maryland
$1.76M +$31.9K +586 +2%
MWPCG
252
Measured Wealth Private Client Group
New Hampshire
$1.75M -$40.5K -744 -2%
LG
253
LAM Group
Oregon
$1.74M +$16.4K +301 +0.9%
RCAG
254
Rehmann Capital Advisory Group
Michigan
$1.73M +$21.9K +402 +1%
LIWM
255
Long Island Wealth Management
New York
$1.73M +$292K +5,363 +20%
SC
256
Schubert & Co
Texas
$1.73M -$2.45K -45 -0.1%
IWM
257
IHT Wealth Management
Illinois
$1.68M -$66.1K -1,215 -4%
WFA
258
Websterrogers Financial Advisors
South Carolina
$1.66M -$29.8K -547 -2%
Jane Street
259
Jane Street
New York
$1.65M -$7.81M -143,402 -83%
AWM
260
Avior Wealth Management
Nebraska
$1.65M -$150K -2,755 -8%
CWM
261
CarsonAllaria Wealth Management
Illinois
$1.63M -$19.3K -354 -1%
MA
262
Montag & Associates
Georgia
$1.62M
EWP
263
Elevation Wealth Partners
California
$1.62M +$140K +2,573 +9%
SPC
264
Sigma Planning Corp
Michigan
$1.61M +$1.04M +19,157 +185%
VCM
265
Versant Capital Management
Arizona
$1.59M -$44.9K -825 -3%
CRC
266
Curi RMB Capital
Illinois
$1.56M +$978K +17,974 +169%
Northern Trust
267
Northern Trust
Illinois
$1.54M -$234K -4,307 -13%
PCIA
268
Prime Capital Investment Advisors
Kansas
$1.54M -$156K -2,871 -9%
IWC
269
Integrated Wealth Concepts
Massachusetts
$1.51M -$31.5K -578 -2%
TFA
270
Tobias Financial Advisors
Florida
$1.51M
QHA
271
Quarry Hill Advisors
Minnesota
$1.48M +$109 +2 +0%
LW
272
Lauer Wealth
Indiana
$1.46M
MSFS
273
Main Street Financial Solutions
Pennsylvania
$1.45M +$682K +12,529 +89%
RB
274
Renasant Bank
Mississippi
$1.44M +$1.44M +26,436 New
SI
275
Stephens Inc
Arkansas
$1.44M +$15.2K +280 +1%