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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 %
SFS
301
Summit Financial Strategies
Ohio
$308K +$308K +7,909 New
MWC
302
MBM Wealth Consultants
Missouri
$305K
BCA
303
Bay Colony Advisors
Massachusetts
$304K +$15K +386 +5%
CWS
304
Confluence Wealth Services
Pennsylvania
$301K +$301K +7,736 New
MMA
305
Miracle Mile Advisors
California
$298K
GWA
306
Geometric Wealth Advisors
District of Columbia
$297K -$676K -17,365 -69%
RC
307
RegentAtlantic Capital
New Jersey
$288K -$196K -5,031 -40%
HG
308
Harbor Group
New Hampshire
$288K -$137K -3,513 -32%
PFA
309
Pettinga Financial Advisors
Indiana
$288K -$130K -3,350 -31%
DJSG
310
D.J. St. Germain
Massachusetts
$286K
GP
311
Greenline Partners
New York
$275K -$84.6K -2,173 -24%
PCA
312
Personal Capital Advisors
California
$275K
S
313
Surevest
California
$271K
PP
314
PrairieView Partners
Minnesota
$270K -$10.9K -280 -4%
Koshinski Asset Management
315
Koshinski Asset Management
Illinois
$270K -$1.56K -40 -0.6%
Fifth Third Bancorp
316
Fifth Third Bancorp
Ohio
$268K
VFP
317
Verus Financial Partners
Virginia
$263K +$84 +2 +0%
RP
318
Rowlandmiller & Partners
Georgia
$263K
ZIM
319
Zacks Investment Management
Illinois
$261K +$261K +6,700 New
IF
320
Intrua Financial
Texas
$259K
CFO
321
Collective Family Office
Pennsylvania
$259K +$38.9K +1,000 +18%
Betterment LLC
322
Betterment LLC
New York
$249K
EA
323
Efficient Advisors
Ohio
$249K +$4.71K +121 +2%
TFS
324
Thoroughbred Financial Services
Tennessee
$247K +$247K +6,339 New
WP
325
Wealthspan Partners
Iowa
$244K +$244K +6,251 New