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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 %
IAN
301
Integrated Advisors Network
Texas
$538K -$43.8K -984 -8%
BAM
302
BOS Asset Management
Illinois
$538K +$181K +4,074 +51%
NCM
303
NCM Capital Management
New Jersey
$532K +$1.2K +27 +0.2%
RIP
304
RAM Investment Partners
Washington
$531K
T
305
TCWP
Ohio
$525K
FWCM
306
Ferguson Wellman Capital Management
Oregon
$525K
ACA
307
Aptus Capital Advisors
Alabama
$517K +$517K +11,623 New
CAP
308
Columbia Advisory Partners
Washington
$509K +$7.7K +173 +2%
Bessemer Group
309
Bessemer Group
New Jersey
$508K +$31.7K +713 +7%
BJL
310
Brighton Jones LLC
Washington
$507K +$1.51K +34 +0.3%
DAS
311
Dynamic Advisor Solutions
Arizona
$505K +$60K +1,349 +13%
HWM
312
Hemington Wealth Management
Virginia
$499K -$5.73K -129 -1%
G
313
GenTrust
Florida
$493K +$493K +11,082 New
SAM
314
Stone Asset Management
Texas
$492K +$1.47K +33 +0.3%
SFS
315
Strategic Financial Services
New York
$477K
WF
316
WoodTrust Financial
Wisconsin
$474K
CRC
317
Curi RMB Capital
Illinois
$474K +$474K +10,646 New
SFS
318
Summit Financial Strategies
Ohio
$474K -$2.67K -60 -0.6%
WT
319
Whittier Trust
California
$473K +$178 +4 +0%
CCMG
320
Clark Capital Management Group
Pennsylvania
$470K +$57K +1,282 +14%
Financial Engines Advisors
321
Financial Engines Advisors
California
$469K +$469K +10,539 New
SHGA
322
Sand Hill Global Advisors
California
$448K
GTAM
323
Global Trust Asset Management
Florida
$448K +$18.2K +410 +4%
Carson Wealth (CWM LLC)
324
Carson Wealth (CWM LLC)
Nebraska
$434K +$44.5K +1,000 +11%
GA
325
Greenspring Advisors
Maryland
$429K +$48.1K +1,081 +13%