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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 %
CFG
451
Citizens Financial Group
Rhode Island
$322K +$1.09K +20 +0.3%
WDL
452
Well Done LLC
Michigan
$320K
LNC
453
Lincoln National Corp
Pennsylvania
$320K +$653 +12 +0.2%
TA
454
TFB Advisors
Kansas
$320K +$320K +6,241 New
GWM
455
Geneos Wealth Management
Colorado
$317K -$234K -4,296 -42%
CWM
456
Castle Wealth Management
Florida
$316K -$26.1K -480 -8%
FFS
457
Founders Financial Securities
Maryland
$313K
VCM
458
Vision Capital Management
Oregon
$310K -$27.4K -504 -8%
CFO
459
Collective Family Office
Pennsylvania
$308K
GAM
460
GEM Asset Management
Michigan
$303K -$50 -1 -0%
QCM
461
QRG Capital Management
Illinois
$303K +$90.8K +1,668 +43%
WWM
462
Whalen Wealth Management
Nevada
$302K
YWM
463
Yoder Wealth Management
California
$302K
CA
464
Clearstead Advisors
Ohio
$301K
ANB
465
Amarillo National Bank
Texas
$297K
MWA
466
Midland Wealth Advisors
Illinois
$296K +$599 +11 +0.2%
CIBC Private Wealth Group
467
CIBC Private Wealth Group
Georgia
$294K +$294K +5,440 New
GA
468
Goldstein Advisors
Wisconsin
$289K
KFP
469
Keener Financial Planning
Texas
$288K
BCM
470
Brookstone Capital Management
Illinois
$286K +$35.5K +652 +14%
MSF
471
Mustard Seed Financial
Arkansas
$283K
PC
472
Peavine Capital
Nevada
$282K
AWM
473
Arista Wealth Management
Nevada
$281K -$243K -4,473 -46%
SIC
474
SJS Investment Consulting
Ohio
$279K +$19.1K +350 +7%
TCM
475
Towneley Capital Management
California
$277K