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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 %
RMDI
426
R.M. Davis Inc
Maine
$228K
FA
427
Financial Alternatives
California
$226K
FIA
428
Foundations Investment Advisors
Arizona
$224K +$224K +4,902 New
NSG
429
Nalls Sherbakoff Group
Tennessee
$221K -$19.5K -426 -8%
IF
430
Ironwood Financial
Arizona
$219K
Prudential Financial
431
Prudential Financial
New Jersey
$218K +$218K +4,781 New
SIC
432
SJS Investment Consulting
Ohio
$218K -$2.29K -50 -1%
GFP
433
Gryphon Financial Partners
Ohio
$214K
CWS
434
Cypress Wealth Services
California
$213K +$17.5K +383 +9%
FFA
435
Farther Finance Advisors
California
$212K +$14.6K +319 +7%
CA
436
CGN Advisors
Kansas
$208K
KFI
437
Key Financial Inc
Pennsylvania
$207K
RI
438
Ridgewood Investments
New Jersey
$205K +$503 +11 +0.2%
ATC
439
Argent Trust Co
Tennessee
$205K +$205K +4,490 New
TRCT
440
Tower Research Capital (TRC)
New York
$205K -$1.57M -34,313 -88%
IA
441
IFP Advisors
Florida
$205K -$411 -9 -0.2%
PP
442
Pacifica Partners
Canada
$192K +$5.13K +116 +3%
PTC
443
Private Trust Company
Ohio
$183K
AIM
444
Acropolis Investment Management
Missouri
$177K
Franklin Resources
445
Franklin Resources
California
$168K +$594 +13 +0.4%
BFPW
446
BOK Financial Private Wealth
Colorado
$166K
WFA
447
WestHill Financial Advisors
California
$161K
PNC Financial Services Group
448
PNC Financial Services Group
Pennsylvania
$156K +$127K +2,769 +434%
CFGS
449
Concourse Financial Group Securities
Alabama
$154K -$251K -5,494 -62%
CSPIA
450
Cary Street Partners Investment Advisory
Virginia
$153K