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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 %
Fidelity Investments
351
Fidelity Investments
Massachusetts
$173K -$739 -19 -0.4%
AWM
352
Angeles Wealth Management
California
$163K
EW
353
Evoke Wealth
California
$161K
AIM
354
Acropolis Investment Management
Missouri
$151K +$468 +12 +0.3%
BFPW
355
BOK Financial Private Wealth
Colorado
$142K
Franklin Resources
356
Franklin Resources
California
$141K +$506 +13 +0.4%
WFA
357
WestHill Financial Advisors
California
$137K
S
358
SignatureFD
Georgia
$131K
RWA
359
RGT Wealth Advisors
Texas
$101K -$13.8K -355 -12%
CIAS
360
Capital Investment Advisory Services
North Carolina
$101K +$27.6K +708 +38%
CFFP
361
Center for Financial Planning
Michigan
$98K
IFS
362
Intelligent Financial Strategies
Minnesota
$98K
CMBA
363
C.M. Bidwell & Associates
Hawaii
$98K
PCA
364
Providence Capital Advisors
North Carolina
$94K
HI
365
Harbour Investments
Wisconsin
$90K
EC
366
EdgeRock Capital
Colorado
$90K +$90K +2,305 New
UB
367
UMB Bank
Missouri
$88K
IRC
368
Investors Research Corp
Georgia
$87K
PO
369
Private Ocean
California
$85K
GWS
370
Glassman Wealth Services
Virginia
$80K
CCM
371
Covington Capital Management
California
$67K
MAWCM
372
Mine & Arao Wealth Creation & Management
California
$65K
RDFA
373
Ritter Daniher Financial Advisory
Ohio
$62K -$11.7K -300 -16%
MAM
374
Meeder Asset Management
Ohio
$56K +$56K +1,445 New
CMP
375
Coston McIsaac & Partners
Maine
$52K +$154 +4 +0.3%