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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 %
MFC
301
Morris Financial Concepts
South Carolina
$1.13M +$410K +7,538 +57%
MGW
302
MB Generational Wealth
Washington
$1.13M -$3.7K -68 -0.3%
BAM
303
BOS Asset Management
Illinois
$1.11M +$26K +477 +2%
BCM
304
Basso Capital Management
Connecticut
$1.11M
PS
305
Principal Securities
Iowa
$1.1M +$103K +1,896 +10%
IPW
306
Intergy Private Wealth
Colorado
$1.09M -$15.9K -293 -1%
RWM
307
Rockwood Wealth Management
Pennsylvania
$1.08M
FA
308
Fiducient Advisors
Illinois
$1.08M +$2.12K +39 +0.2%
MWP
309
Meredith Wealth Planning
Illinois
$1.08M -$925 -17 -0.1%
BJL
310
Brighton Jones LLC
Washington
$1.05M +$12.6K +232 +1%
NHC
311
Nicholas Hoffman & Company
Georgia
$1.04M
SIM
312
Studio Investment Management
Illinois
$1.04M +$197K +3,619 +23%
PIFP
313
Partners in Financial Planning
Virginia
$1.03M +$1.14K +21 +0.1%
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$1.02M +$31.2K +573 +3%
VAG
315
Vannoy Advisory Group
Texas
$1.02M -$11K -203 -1%
DWM
316
Dakota Wealth Management
Florida
$997K
KWM
317
Keebeck Wealth Management
Illinois
$957K
PB
318
Pinnacle Bancorp
Nebraska
$957K
PGFC
319
Peapack-Gladstone Financial Corp
New Jersey
$943K -$8.16K -150 -0.9%
CB
320
Commerce Bank
Missouri
$940K +$155K +2,845 +20%
KCPG
321
Kavar Capital Partners Group
Kansas
$915K -$913K -16,772 -50%
BSWA
322
Bromfield Sneider Wealth Advisors
Massachusetts
$910K +$205K +3,764 +29%
SFPM
323
Sensible Financial Planning & Management
Massachusetts
$904K
CCFM
324
Clear Creek Financial Management
Washington
$896K +$63.6K +1,169 +8%
RFA
325
Rollins Financial Advisors
New York
$883K -$142K -2,601 -14%