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Dimensional US Targeted Value ETF

505 hedge funds and large institutions have $5.85B invested in Dimensional US Targeted Value ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 196 increasing their positions, 155 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+19
Holders Change %
+3.91%
% of All Funds
7.96%
Holding in Top 10
79
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.66%
% of All Funds
1.25%
New
40
Increased
196
Reduced
155
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Financial Engines Advisors
326
Financial Engines Advisors
California
$501K +$11.9K +256 +2%
CAP
327
Columbia Advisory Partners
Washington
$495K -$35.9K -773 -7%
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$495K +$42.6K +918 +9%
WF
329
WoodTrust Financial
Wisconsin
$494K
CRC
330
Curi RMB Capital
Illinois
$494K
SIM
331
Studio Investment Management
Illinois
$491K +$66.4K +1,432 +16%
CCMG
332
Clark Capital Management Group
Pennsylvania
$490K
FPCP
333
Fort Point Capital Partners
California
$490K -$209K -4,500 -30%
WCA
334
Waypoint Capital Advisors
Minnesota
$483K +$141K +3,033 +41%
GTAM
335
Global Trust Asset Management
Florida
$481K +$14.1K +303 +3%
Wealth Enhancement Advisory Services
336
Wealth Enhancement Advisory Services
Minnesota
$478K -$101K -2,175 -17%
LCM
337
Liberty Capital Management
Michigan
$478K +$478K +10,305 New
SHGA
338
Sand Hill Global Advisors
California
$467K
Jane Street
339
Jane Street
New York
$445K -$504K -10,869 -53%
BWP
340
Balboa Wealth Partners
Arizona
$443K
BSWA
341
Bromfield Sneider Wealth Advisors
Massachusetts
$434K +$69.8K +1,505 +19%
MFC
342
Morris Financial Concepts
South Carolina
$428K +$271K +5,840 +172%
CAMG
343
CWA Asset Management Group
Florida
$425K
SAM
344
Secure Asset Management
Michigan
$422K
BBNB
345
Baker Boyer National Bank
Washington
$421K
LNWWM
346
Laird Norton Wetherby Wealth Management
California
$420K
SOAG
347
Silver Oak Advisory Group
Oregon
$416K
AWM
348
Arista Wealth Management
Nevada
$415K
PFBT
349
Parkside Financial Bank & Trust
Missouri
$413K -$23.1K -497 -5%
WP
350
Westmount Partners
California
$412K