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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 %
AWS
351
Atria Wealth Solutions
New York
$701K -$54.7K -1,005 -7%
WT
352
Whittier Trust
California
$688K +$218 +4 +0%
CFO
353
CVA Family Office
Colorado
$684K
DAS
354
Dynamic Advisor Solutions
Arizona
$677K +$17.6K +323 +3%
DWT
355
Dorsey & Whitney Trust
South Dakota
$675K
CAM
356
Clark Asset Management
New Hampshire
$671K +$327 +6 +0%
GCIM
357
Gunn & Company Investment Management
Florida
$668K
CPSAC
358
Chas P. Smith & Associates (CPS)
Florida
$668K
VW
359
Vance Wealth
California
$667K +$40.2K +738 +6%
RRCM
360
Rappaport Reiches Capital Management
Illinois
$664K +$708 +13 +0.1%
IFWM
361
Institute for Wealth Management
Colorado
$663K +$431K +7,923 +186%
MOS
362
MGO One Seven
Ohio
$658K
EW
363
Evoke Wealth
California
$655K +$225K +4,130 +52%
RIP
364
RAM Investment Partners
Washington
$650K
HWM
365
HB Wealth Management
Georgia
$647K -$63.5K -1,167 -9%
T
366
TCWP
Ohio
$642K
FWCM
367
Ferguson Wellman Capital Management
Oregon
$642K
NCM
368
NCM Capital Management
New Jersey
$639K +$980 +18 +0.2%
Janney Montgomery Scott
369
Janney Montgomery Scott
Pennsylvania
$636K
CWA
370
Cascade Wealth Advisors
Washington
$635K +$635K +12,351 New
ACA
371
Aptus Capital Advisors
Alabama
$608K +$14.1K +259 +2%
SSW
372
Stone Summit Wealth
Florida
$607K -$38.1K -700 -6%
G
373
GenTrust
Florida
$603K
FOA
374
Five Oceans Advisors
California
$601K -$5.12K -94 -0.8%
BOSSRA
375
B.O.S.S. Retirement Advisors
Utah
$600K -$43.8K -837 -7%