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Dimensional US Targeted Value ETF

474 hedge funds and large institutions have $5.4B invested in Dimensional US Targeted Value ETF in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 175 increasing their positions, 126 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+69
Holders Change %
+17.04%
% of All Funds
7.65%
Holding in Top 10
87
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+20.83%
% of All Funds
1.4%
New
92
Increased
175
Reduced
126
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Financial Engines Advisors
476
Financial Engines Advisors
California
-$416K -10,691 Closed
SDH
477
Sloy Dahl & Holst
Washington
-$366K -9,380 Closed
PFA
478
Pettinga Financial Advisors
Indiana
-$288K -7,401 Closed
SOS
479
Silver Oak Securities
Tennessee
-$310K -6,774 Closed
HA
480
Herold Advisors
New York
-$240K -6,175 Closed
EW
481
Evoke Wealth
California
-$161K -4,130 Closed
S
482
SignatureFD
Georgia
-$131K -3,351 Closed
EC
483
EdgeRock Capital
Colorado
-$90K -2,305 Closed
MAM
484
Meeder Asset Management
Ohio
-$56K -1,445 Closed
BWL
485
Bogart Wealth LLC
Virginia
-$40K -1,023 Closed