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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 %
MMA
351
Miracle Mile Advisors
California
$340K
MWC
352
MBM Wealth Consultants
Missouri
$338K
HIA
353
HTG Investment Advisors
Connecticut
$336K -$11.2K -251 -3%
GWA
354
Geometric Wealth Advisors
District of Columbia
$329K
WCA
355
Waypoint Capital Advisors
Minnesota
$328K +$328K +7,374 New
Empower Advisory Group
356
Empower Advisory Group
Colorado
$325K +$325K +7,306 New
AC
357
AWM Capital
Arizona
$325K
HG
358
Harbor Group
New Hampshire
$323K +$934 +21 +0.3%
TIM
359
Tortoise Investment Management
New York
$321K +$54.5K +1,225 +20%
DFC
360
DBK Financial Counsel
Ohio
$318K
GP
361
Greenline Partners
New York
$316K +$445 +10 +0.1%
SCA
362
STALEY CAPITAL ADVISERS
Pennsylvania
$313K -$70.3K -1,579 -18%
Koshinski Asset Management
363
Koshinski Asset Management
Illinois
$312K +$3.83K +86 +1%
Lido Advisors
364
Lido Advisors
California
$310K +$107K +2,397 +53%
Fifth Third Bancorp
365
Fifth Third Bancorp
Ohio
$307K
CIAS
366
Capital Investment Advisory Services
North Carolina
$305K +$84.2K +1,892 +38%
RP
367
Rowlandmiller & Partners
Georgia
$300K
ZIM
368
Zacks Investment Management
Illinois
$298K
CFO
369
Collective Family Office
Pennsylvania
$296K
SSC
370
Syverson Strege & Co
Iowa
$295K +$20.7K +465 +8%
1WA
371
180 Wealth Advisors
Washington
$292K +$20.1K +452 +7%
IA
372
IFP Advisors
Florida
$292K -$780K -17,049 -73%
CWM
373
Castle Wealth Management
Florida
$289K
PP
374
PrairieView Partners
Minnesota
$288K
ACA
375
Atlas Capital Advisors
Wyoming
$284K -$71.2K -1,600 -20%