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Dimensional US Targeted Value ETF

509 hedge funds and large institutions have $6.32B invested in Dimensional US Targeted Value ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 208 increasing their positions, 164 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.12%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
1.29%
New
27
Increased
208
Reduced
164
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SSC
376
Syverson Strege & Co
Iowa
$342K +$5.67K +124 +2%
KCM
377
KM Capital Management
Texas
$342K -$216K -4,725 -39%
HIA
378
HTG Investment Advisors
Connecticut
$337K -$7.4K -162 -2%
MWC
379
MBM Wealth Consultants
Missouri
$336K
Empower Advisory Group
380
Empower Advisory Group
Colorado
$334K
FWM
381
Forza Wealth Management
Florida
$334K +$25.1K +550 +8%
AC
382
AWM Capital
Arizona
$334K
PCIA
383
Prime Capital Investment Advisors
Kansas
$332K
PCA
384
Prosperity Capital Advisors
Ohio
$327K +$118K +2,582 +56%
DFC
385
DBK Financial Counsel
Ohio
$327K
DJSG
386
D.J. St. Germain
Massachusetts
$324K
SCA
387
STALEY CAPITAL ADVISERS
Pennsylvania
$324K +$1.23K +27 +0.4%
GP
388
Greenline Partners
New York
$321K +$777 +17 +0.2%
WANY
389
Wealthspire Advisors (New York)
New York
$319K +$319K +6,985 New
VW
390
Vance Wealth
California
$318K +$98.1K +2,146 +45%
Lido Advisors
391
Lido Advisors
California
$318K +$46 +1 +0%
SOS
392
Silver Oak Securities
Tennessee
$310K +$30K +657 +11%
RP
393
Rowlandmiller & Partners
Georgia
$308K
CCFM
394
Clear Creek Financial Management
Washington
$303K -$18.8K -412 -6%
1WA
395
180 Wealth Advisors
Washington
$301K -$13.7K -300 -4%
WS
396
Wedbush Securities
California
$300K -$66.4K -1,455 -18%
CWM
397
Castle Wealth Management
Florida
$296K
PP
398
PrairieView Partners
Minnesota
$296K
AFAS
399
Acorn Financial Advisory Services
Virginia
$292K
IF
400
Intrua Financial
Texas
$290K