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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 %
BWA
426
Bordeaux Wealth Advisors
California
$406K
GT
427
Greenleaf Trust
Michigan
$403K +$101K +1,849 +33%
HIA
428
HTG Investment Advisors
Connecticut
$399K
AC
429
AWM Capital
Arizona
$397K
DFC
430
DBK Financial Counsel
Ohio
$389K
SCA
431
STALEY CAPITAL ADVISERS
Pennsylvania
$388K +$762 +14 +0.2%
DJSG
432
D.J. St. Germain
Massachusetts
$386K
GP
433
Greenline Partners
New York
$385K +$762 +14 +0.2%
Lido Advisors
434
Lido Advisors
California
$375K +$19.3K +355 +5%
SLT
435
St Louis Trust
Missouri
$368K +$368K +6,762 New
RP
436
Rowlandmiller & Partners
Georgia
$367K
KCM
437
KM Capital Management
Texas
$366K -$708 -13 -0.2%
PTC
438
Private Trust Company
Ohio
$355K +$22.6K +416 +7%
PP
439
PrairieView Partners
Minnesota
$353K
WS
440
Wedbush Securities
California
$350K -$8.12K -149 -2%
AFAS
441
Acorn Financial Advisory Services
Virginia
$348K
IF
442
Intrua Financial
Texas
$346K
Empower Advisory Group
443
Empower Advisory Group
Colorado
$345K -$79.8K -1,467 -19%
VFP
444
Verus Financial Partners
Virginia
$340K +$109 +2 +0%
TFS
445
Thoroughbred Financial Services
Tennessee
$334K -$126K -2,320 -27%
SSC
446
Syverson Strege & Co
Iowa
$331K -$104K -1,917 -24%
RPCA
447
Running Point Capital Advisors
California
$329K
MCM
448
Mitchell Capital Management
Kansas
$329K
HH
449
Hilltop Holdings
Texas
$324K +$324K +5,953 New
Comerica Bank
450
Comerica Bank
Texas
$323K -$38.5K -708 -11%