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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 %
GRP
451
Global Retirement Partners
California
$88.5K +$59.7K +1,411 +208%
MFA
452
McClarren Financial Advisors
Pennsylvania
$79K +$33.2K +750 +73%
MAWCM
453
Mine & Arao Wealth Creation & Management
California
$73.7K
BAM
454
Belpointe Asset Management
Nevada
$73K -$5.87K -132 -7%
RDFA
455
Ritter Daniher Financial Advisory
Ohio
$70.8K
CMP
456
Coston McIsaac & Partners
Maine
$60K +$176 +4 +0.3%
FCG
457
Financial Connections Group
California
$59K -$35.3K -802 -37%
CTC
458
Central Trust Company
Missouri
$57.9K
BA
459
Bellwether Advisors
Nebraska
$53.7K
SS
460
Sunbelt Securities
Texas
$45.3K +$45.3K +1,036 New
OFG
461
Oxford Financial Group
Indiana
$44.9K
CT
462
Colonial Trust
South Carolina
$44.5K
TWM
463
Tradition Wealth Management
Minnesota
$42K +$90 +2 +0.2%
SN
464
Sittner & Nelson
Oregon
$41.8K
SC
465
Steph & Co
Wisconsin
$36.7K
VNA
466
Valley National Advisers
Pennsylvania
$36K
MWM
467
Mascoma Wealth Management
New Hampshire
$29.4K
SPIA
468
Steward Partners Investment Advisory
New York
$28.4K
PNC Financial Services Group
469
PNC Financial Services Group
Pennsylvania
$28.4K -$6.36K -143 -18%
CA
470
Clearstead Advisors
Ohio
$25.5K +$25.5K +574 New
OLVIG
471
Oliver Lagore Vanvalin Investment Group
Michigan
$22.5K +$22.5K +505 New
PAI
472
Pittenger & Anderson Inc
Nebraska
$18.6K -$8.28K -186 -31%
AAG
473
Armstrong Advisory Group
Massachusetts
$18.3K
CPFP
474
Clear Perspectives Financial Planning
Ohio
$17.8K +$17.8K +400 New
TCA
475
Trifecta Capital Advisors
Illinois
$17.6K