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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 %
MSWM
501
Mowery & Schoenfeld Wealth Management
Illinois
$237K
CSIC
502
Clifford Swan Investment Counsel
California
$234K
LWM
503
LongView Wealth Management
Georgia
$234K
TI
504
tru Independence
Oregon
$230K -$325K -5,965 -59%
AF
505
Advisornet Financial
Minnesota
$230K -$2.98M -54,692 -93%
SCM
506
Steele Capital Management
Iowa
$228K
FFM
507
Flagstone Financial Management
Nebraska
$224K
PP
508
Pacifica Partners
Canada
$223K
CIA
509
Cladis Investment Advisory
Montana
$222K
SFC
510
Strategic Financial Concepts
Texas
$220K +$220K +4,037 New
CWM
511
Core Wealth Management
Florida
$219K
MAG
512
Mokosak Advisory Group
Iowa
$217K -$5.99K -110 -3%
DOA
513
D'Orazio & Associates
Virginia
$217K
PFA
514
Pettinga Financial Advisors
Indiana
$215K
UWM
515
USAdvisors Wealth Management
Minnesota
$215K +$217 +4 +0.1%
RMDI
516
R.M. Davis Inc
Maine
$214K -$57.7K -1,060 -21%
FA
517
Fiduciary Alliance
South Carolina
$212K
FA
518
FF Advisors
California
$211K
HSG
519
Helen Stephens Group
Texas
$210K -$86.5K -1,589 -29%
ATC
520
Argent Trust Co
Tennessee
$209K
FFN
521
Focus Financial Network
Minnesota
$209K +$209K +4,148 New
NRW
522
Nova R Wealth
Kansas
$208K +$208K +3,828 New
JCM
523
Jacobi Capital Management
Pennsylvania
$203K -$20.1K -369 -9%
VA
524
Valmark Advisers
Ohio
$202K +$202K +3,706 New
Franklin Resources
525
Franklin Resources
California
$201K +$381 +7 +0.2%