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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 %
SDH
276
Sloy Dahl & Holst
Washington
$366K +$18.8K +482 +5%
5L
277
55I LLC
Massachusetts
$363K +$363K +9,305 New
TLFA
278
True Link Financial Advisors
California
$357K
CAMG
279
CWA Asset Management Group
Florida
$357K +$78 +2 +0%
GWM
280
Geneos Wealth Management
Colorado
$354K -$44.5K -1,144 -11%
MGIA
281
Moneta Group Investment Advisors
Missouri
$354K +$10.1K +258 +3%
BBNB
282
Baker Boyer National Bank
Washington
$354K +$48K +1,231 +16%
LNWWM
283
Laird Norton Wetherby Wealth Management
California
$353K -$132K -3,388 -27%
SOAG
284
Silver Oak Advisory Group
Oregon
$350K
AA
285
Advisory Alpha
Michigan
$350K +$20.8K +533 +6%
CFGS
286
Concourse Financial Group Securities
Alabama
$342K -$17.4K -446 -5%
IA
287
IFP Advisors
Florida
$340K +$7.37K +160 +2%
SCA
288
STALEY CAPITAL ADVISERS
Pennsylvania
$334K +$1.29K +33 +0.4%
FA
289
Fortis Advisors
Pennsylvania
$333K -$72.8K -1,867 -18%
GA
290
Greenspring Advisors
Maryland
$333K
DFC
291
DBK Financial Counsel
Ohio
$333K +$333K +8,550 New
ACA
292
Atlas Capital Advisors
Wyoming
$329K +$82.5K +2,117 +33%
LIA
293
LBMC Investment Advisors
Tennessee
$326K +$702 +18 +0.2%
SFM
294
Signet Financial Management
New Jersey
$324K +$779 +20 +0.2%
EF
295
Exeter Financial
Arizona
$323K +$1.25K +32 +0.4%
CIAS
296
CFS Investment Advisory Services
New Jersey
$321K +$321K +321,199 New
WS
297
Wedbush Securities
California
$313K
SOS
298
Silver Oak Securities
Tennessee
$310K +$310K +6,774 New
CSIA
299
Conrad Siegel Investment Advisors
Pennsylvania
$309K +$2.46K +63 +0.8%
PP
300
Pacifica Partners
Canada
$308K