DFAT icon

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.

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 %
WWP
401
WR Wealth Planners
Missouri
$4.31K +$39 +1 +0.9%
PNC Financial Services Group
402
PNC Financial Services Group
Pennsylvania
$4K -$8K -200 -67%
Bank of Montreal
403
Bank of Montreal
Ontario, Canada
$1.42K +$44 +1,047 +3%
William Blair & Company
404
William Blair & Company
Illinois
$1K -$15K -375 -94%
CWA
405
Choice Wealth Advisors
Maine
-$9.36M -232,760 Closed
BRC
406
Bell Rock Capital
Delaware
-$2.48M -61,563 Closed
Citadel Advisors
407
Citadel Advisors
Florida
-$1.32M -32,773 Closed
AWA
408
Arete Wealth Advisors
Illinois
-$1.18M -29,340 Closed
KWM
409
Keebeck Wealth Management
Illinois
-$623K -15,479 Closed
Walleye Capital
410
Walleye Capital
New York
-$581K -14,442 Closed
FA
411
FDx Advisors
Illinois
-$446K -11,079 Closed
CA
412
CGN Advisors
Kansas
-$215K -5,342 Closed
Brown Advisory
413
Brown Advisory
Maryland
-$210K -5,228 Closed
CA
414
Cetera Advisors
Colorado
-$208K -5,173 Closed
PFP
415
Paragon Financial Partners
California
-$204K -5,082 Closed
RMDI
416
R.M. Davis Inc
Maine
-$201K -4,990 Closed
WIA
417
World Investment Advisors
California
-$206K -4,677 Closed
BWA
418
BDO Wealth Advisors
Florida
-$152K -3,787 Closed
PTC
419
Private Trust Company
Ohio
-$53K -1,323 Closed
GWSG
420
GPS Wealth Strategies Group
Colorado
-$28K -689 Closed
VVP
421
Venture Visionary Partners
Ohio
-$25.4K -632 Closed
TAM
422
Tucker Asset Management
Colorado
-$3.11K -77 Closed
Citigroup
423
Citigroup
New York
-$1K -23 Closed