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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 %
WFA
426
WestHill Financial Advisors
California
$156K -$11.1K -250 -7%
MFC
427
Morris Financial Concepts
South Carolina
$151K +$98.3K +2,208 +187%
CSPIA
428
Cary Street Partners Investment Advisory
Virginia
$149K +$149K +3,353 New
NA
429
NewEdge Advisors
Louisiana
$149K -$9.79K -220 -6%
RTL
430
Red Tortoise LLC
Georgia
$146K
CMBA
431
C.M. Bidwell & Associates
Hawaii
$143K +$31.1K +698 +28%
CIR
432
Clear Investment Research
Georgia
$127K +$114K +2,557 +852%
SAM
433
S.A. Mason
Michigan
$126K +$126K +2,829 New
GFWA
434
Grey Fox Wealth Advisors
Delaware
$126K +$356 +8 +0.3%
William Blair & Company
435
William Blair & Company
Illinois
$120K +$108K +2,418 +882%
PCMC
436
Private Capital Management (Colorado)
Colorado
$117K +$117K +2,618 New
ASN
437
Advisory Services Network
Georgia
$115K +$69.6K +1,564 +153%
CFFP
438
Center for Financial Planning
Michigan
$112K
IFS
439
Intelligent Financial Strategies
Minnesota
$112K
AC
440
AlphaCore Capital
California
$109K +$84.1K +1,889 +337%
PCA
441
Providence Capital Advisors
North Carolina
$108K
M
442
MOTCO
Texas
$105K
UB
443
UMB Bank
Missouri
$100K
IRC
444
Investors Research Corp
Georgia
$99.6K
HI
445
Harbour Investments
Wisconsin
$99.5K
CWP
446
Concord Wealth Partners
Virginia
$97.5K -$23.7K -533 -20%
PO
447
Private Ocean
California
$97.4K
Qube Research & Technologies (QRT)
448
Qube Research & Technologies (QRT)
United Kingdom
$93.1K +$31.2K +700 +50%
GWS
449
Glassman Wealth Services
Virginia
$91.4K
AWM
450
Avondale Wealth Management
Texas
$89K +$89K +2,000 New