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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 %
Wells Fargo
376
Wells Fargo
California
$280K
LA
377
Lifeworks Advisors
Michigan
$280K +$280K +6,285 New
AA
378
Advisory Alpha
Michigan
$277K -$65.8K -1,479 -19%
FWM
379
Forza Wealth Management
Florida
$275K +$4.9K +110 +2%
TLFA
380
True Link Financial Advisors
California
$274K -$66.8K -1,500 -20%
TWA
381
Trellis Wealth Advisors
California
$273K
FFS
382
Founders Financial Securities
Maryland
$271K
CG
383
Caprock Group
Idaho
$270K +$270K +6,076 New
RPCA
384
Running Point Capital Advisors
California
$270K +$579 +13 +0.2%
MCM
385
Mitchell Capital Management
Kansas
$269K
IF
386
Intrua Financial
Texas
$267K -$10.5K -250 -4%
BOSSRA
387
B.O.S.S. Retirement Advisors
Utah
$265K +$30.8K +692 +13%
SSW
388
Stone Summit Wealth
Florida
$264K
VFP
389
Verus Financial Partners
Virginia
$258K +$41 +1 +0%
LNC
390
Lincoln National Corp
Pennsylvania
$258K +$756 +17 +0.3%
AFAS
391
Acorn Financial Advisory Services
Virginia
$255K -$165K -3,711 -39%
CCFM
392
Clear Creek Financial Management
Washington
$255K +$255K +5,734 New
SG
393
Stonnington Group
California
$250K +$250K +5,670 New
GT
394
Greenleaf Trust
Michigan
$247K
YWM
395
Yoder Wealth Management
California
$247K +$247K +5,541 New
ANB
396
Amarillo National Bank
Texas
$243K
FWI
397
Facet Wealth Inc
Maryland
$241K
GWM
398
Geneos Wealth Management
Colorado
$240K -$149K -3,354 -38%
GA
399
Goldstein Advisors
Wisconsin
$236K
PC
400
Peavine Capital
Nevada
$231K