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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 %
Commonwealth Equity Services
476
Commonwealth Equity Services
Massachusetts
$12.4K +$3.89K +87,445 +46%
GI
477
Gradient Investments
Minnesota
$12.1K -$49.4K -1,110 -80%
JFA
478
JNBA Financial Advisors
Minnesota
$9.84K
PA
479
Parallel Advisors
California
$9.75K
IWP
480
IAG Wealth Partners
Wisconsin
$8.41K
EWM
481
Evermay Wealth Management
Virginia
$7.57K
CP
482
Castleview Partners
Texas
$5.94K
CSC
483
Caldwell Sutter Capital
California
$4.98K
WWP
484
WR Wealth Planners
Missouri
$4.96K
VDBMI
485
Van Den Berg Management I
Texas
$4.58K
QA
486
Quantitative Advantage
Minnesota
-$48.9M -1,112,930 Closed
TRCT
487
Tower Research Capital (TRC)
New York
-$1.45M -32,967 Closed
NL
488
NWAM LLC
Washington
-$862K -19,601 Closed
ICG
489
InterOcean Capital Group
Tennessee
-$818K -18,619 Closed
WIM
490
Warwick Investment Management
Texas
-$682K -15,516 Closed
Renaissance Technologies
491
Renaissance Technologies
New York
-$668K -15,200 Closed
VCM
492
Vivaldi Capital Management
Illinois
-$260K -5,754 Closed
NP
493
NorthRock Partners
Minnesota
-$250K -5,694 Closed
FA
494
Fiduciary Alliance
South Carolina
-$173K -3,935 Closed
CAS
495
Coppell Advisory Solutions
Texas
-$77.4K -1,762 Closed
CASC
496
Coppell Advisory Solutions Corp
Texas
-$77.4K -1,762 Closed
First Manhattan
497
First Manhattan
New York
-$51.4K -1,170 Closed
GT
498
Glenmede Trust
Pennsylvania
-$28.4K -646 Closed
YAL
499
Your Advocates Ltd
Texas
-$12.4K -283 Closed
Citigroup
500
Citigroup
New York
-$923 -21 Closed