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Dimensional US Targeted Value ETF

340 hedge funds and large institutions have $4.58B invested in Dimensional US Targeted Value ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 146 increasing their positions, 79 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
-24
Holders Change %
-6.59%
% of All Funds
5.38%
Holding in Top 10
65
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.14%
% of All Funds
1.03%
New
41
Increased
146
Reduced
79
Closed
60
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RF
376
Resolute Financial
Massachusetts
-$280K -5,892 Closed
KIA
377
KCM Investment Advisors
California
-$245K -5,154 Closed
OC
378
Oakworth Capital
Alabama
-$238K -4,999 Closed
IF
379
Ironwood Financial
Arizona
-$228K -4,801 Closed
DAS
380
Dynamic Advisor Solutions
Arizona
-$215K -4,522 Closed
IWM
381
IHT Wealth Management
Illinois
-$213K -4,490 Closed
RI
382
Ridgewood Investments
New Jersey
-$210K -4,423 Closed
IFWM
383
Institute for Wealth Management
Colorado
-$203K -4,263 Closed
BBNB
384
Baker Boyer National Bank
Washington
-$202K -4,246 Closed
C
385
Certuity
Florida
-$200K -4,200 Closed
AIA
386
Angeles Investment Advisors
California
-$199K -4,184 Closed
SF
387
SBK Financial
Virginia
-$172K -3,613 Closed
QCG
388
Quadrant Capital Group
Ohio
-$127K -2,667 Closed
IRC
389
Investors Research Corp
Georgia
-$109K -2,296 Closed
GWS
390
Glassman Wealth Services
Virginia
-$98K -2,054 Closed
CA
391
Cornerstone Advisory
Maryland
-$68K -1,423 Closed
GWSG
392
GPS Wealth Strategies Group
Colorado
-$33K -684 Closed
FCA
393
FinTrust Capital Advisors
South Carolina
-$25K -524 Closed
Simplex Trading
394
Simplex Trading
Illinois
-$19K -401 Closed
FFG
395
Ford Financial Group
California
-$15 -315 Closed
CWM
396
Cranbrook Wealth Management
Michigan
-$13K -283 Closed
IWP
397
IAG Wealth Partners
Wisconsin
-$9K -189 Closed