DFAT icon

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 %
IWM
401
IHT Wealth Management
Illinois
$230K +$24.8K +558 +12%
NSG
402
Nalls Sherbakoff Group
Tennessee
$230K +$230K +5,256 New
EIG
403
Ellenbecker Investment Group
Wisconsin
$229K -$4.3K -97 -2%
TFS
404
Thoroughbred Financial Services
Tennessee
$227K -$59.1K -1,329 -21%
PFP
405
Paragon Financial Partners
California
$226K
BF
406
Brooklyn FI
New York
$226K +$226K +4,746 New
RMDI
407
R.M. Davis Inc
Maine
$222K
FA
408
Financial Alternatives
California
$220K
SIC
409
SJS Investment Consulting
Ohio
$214K -$38.9K -874 -15%
IF
410
Ironwood Financial
Arizona
$214K
CWA
411
Clarus Wealth Advisors
Arizona
$211K -$26.7K -620 -11%
GFP
412
Gryphon Financial Partners
Ohio
$209K
PWM
413
Perigon Wealth Management
California
$207K +$207K +4,646 New
AWM
414
Angeles Wealth Management
California
$204K +$18K +404 +10%
PCA
415
Prosperity Capital Advisors
Ohio
$204K
PCIA
416
Prime Capital Investment Advisors
Kansas
$202K -$46.5K -1,046 -19%
KFI
417
Key Financial Inc
Pennsylvania
$201K
RI
418
Ridgewood Investments
New Jersey
$199K +$199K +4,472 New
FFA
419
Farther Finance Advisors
California
$197K +$64.2K +1,442 +48%
Fidelity Investments
420
Fidelity Investments
Massachusetts
$187K -$8.37K -188 -4%
PP
421
Pacifica Partners
Canada
$181K -$86.9K -2,031 -32%
PTC
422
Private Trust Company
Ohio
$178K
AIM
423
Acropolis Investment Management
Missouri
$172K
Franklin Resources
424
Franklin Resources
California
$162K +$490 +11 +0.3%
BFPW
425
BOK Financial Private Wealth
Colorado
$162K