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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 %
FFS
326
Founders Financial Securities
Maryland
$242K -$28.6K -734 -11%
FWI
327
Facet Wealth Inc
Maryland
$241K
HA
328
Herold Advisors
New York
$240K
RPCA
329
Running Point Capital Advisors
California
$238K +$702 +18 +0.3%
CWM
330
Castle Wealth Management
Florida
$236K +$108K +2,778 +85%
MCM
331
Mitchell Capital Management
Kansas
$235K
Baird Financial Group
332
Baird Financial Group
Wisconsin
$234K +$234K +6,003 New
VCM
333
Vivaldi Capital Management
Illinois
$233K +$609 +15 +0.3%
SSW
334
Stone Summit Wealth
Florida
$231K
LNC
335
Lincoln National Corp
Pennsylvania
$224K -$2.45K -63 -1%
CWP
336
Concord Wealth Partners
Virginia
$223K +$115K +2,952 +107%
Qube Research & Technologies (QRT)
337
Qube Research & Technologies (QRT)
United Kingdom
$223K +$223K +5,722 New
NP
338
NorthRock Partners
Minnesota
$222K
SIC
339
SJS Investment Consulting
Ohio
$222K +$222K +5,691 New
Wells Fargo
340
Wells Fargo
California
$217K -$896 -23 -0.4%
GT
341
Greenleaf Trust
Michigan
$216K
PAS
342
Park Avenue Securities
New York
$215K +$215K +5,525 New
SSC
343
Syverson Strege & Co
Iowa
$214K +$702 +18 +0.3%
ANB
344
Amarillo National Bank
Texas
$213K
EIG
345
Ellenbecker Investment Group
Wisconsin
$204K -$10.6K -273 -5%
PC
346
Peavine Capital
Nevada
$202K
BSWA
347
Bromfield Sneider Wealth Advisors
Massachusetts
$199K +$107K +2,764 +117%
OC
348
Oakworth Capital
Alabama
$195K
GFP
349
Gryphon Financial Partners
Ohio
$190K
KFI
350
Key Financial Inc
Pennsylvania
$176K -$11.4K -292 -6%