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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 %
Two Sigma Investments
376
Two Sigma Investments
New York
$593K -$1.01M -18,500 -63%
IAN
377
Integrated Advisors Network
Texas
$585K -$20.2K -371 -3%
SFS
378
Strategic Financial Services
New York
$583K
GTAM
379
Global Trust Asset Management
Florida
$565K +$10.9K +200 +2%
BCWM
380
Bartlett & Co Wealth Management
Ohio
$561K
LCM
381
Liberty Capital Management
Michigan
$561K
RWM
382
Revisor Wealth Management
Ohio
$560K +$560K +10,488 New
MSWM
383
McGlone Suttner Wealth Management
Wisconsin
$557K -$131K -2,400 -19%
CFG
384
Clayton Financial Group
Missouri
$556K +$556K +10,218 New
PFP
385
Paragon Financial Partners
California
$553K +$277K +5,082 +100%
PFP
386
Pinnacle Financial Partners
Tennessee
$549K
FPCP
387
Fort Point Capital Partners
California
$544K -$30.4K -558 -5%
FWM
388
Forza Wealth Management
Florida
$522K -$109K -2,000 -17%
MGWA
389
Monument Group Wealth Advisors
Massachusetts
$521K +$32.7K +600 +7%
LWM
390
Lodestone Wealth Management
Washington
$519K +$130K +2,387 +33%
BTI
391
Blue Trust Inc
Georgia
$517K -$64.2K -1,180 -11%
SHGA
392
Sand Hill Global Advisors
California
$514K -$33.6K -618 -6%
CF
393
Centaurus Financial
California
$509K +$509K +9,344 New
SOS
394
Silver Oak Securities
Tennessee
$505K -$153K -2,819 -23%
CAMG
395
CWA Asset Management Group
Florida
$496K
SAM
396
Secure Asset Management
Michigan
$495K
BBNB
397
Baker Boyer National Bank
Washington
$494K
LNWWM
398
Laird Norton Wetherby Wealth Management
California
$492K
CCWM
399
Correct Capital Wealth Management
Missouri
$492K
Fifth Third Bancorp
400
Fifth Third Bancorp
Ohio
$488K -$20.7K -380 -4%