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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 %
CTC
376
Central Trust Company
Missouri
$51K +$9.41K +240 +23%
BA
377
Bellwether Advisors
Nebraska
$46K
BWL
378
Bogart Wealth LLC
Virginia
$40K +$40K +1,023 New
MFA
379
McClarren Financial Advisors
Pennsylvania
$40K +$40K +1,030 New
OFG
380
Oxford Financial Group
Indiana
$39K -$3.32K -86 -8%
SN
381
Sittner & Nelson
Oregon
$37K
TWM
382
Tradition Wealth Management
Minnesota
$36K +$155 +4 +0.4%
VNA
383
Valley National Advisers
Pennsylvania
$35K
SC
384
Steph & Co
Wisconsin
$32K +$32K +825 New
GRP
385
Global Retirement Partners
California
$30K
MWM
386
Mascoma Wealth Management
New Hampshire
$26K
TIM
387
Tortoise Investment Management
New York
$25K
SPIA
388
Steward Partners Investment Advisory
New York
$25K
GT
389
Glenmede Trust
Pennsylvania
$22K
AC
390
AlphaCore Capital
California
$22K
TFS
391
TrustCore Financial Services
Tennessee
$22K +$77 +2 +0.4%
First Manhattan
392
First Manhattan
New York
$21K
FCG
393
Financial Connections Group
California
$12K -$3.23M -89,557 -100%
GI
394
Gradient Investments
Minnesota
$11K
JFA
395
JNBA Financial Advisors
Minnesota
$9K
PA
396
Parallel Advisors
California
$9K
EWM
397
Evermay Wealth Management
Virginia
$7K
IWP
398
IAG Wealth Partners
Wisconsin
$7K
APA
399
American Portfolios Advisors
New York
$5.42K -$41.7K -1,070 -89%
CP
400
Castleview Partners
Texas
$5K +$4.93K +131 +6,550%