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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 %
William Blair & Company
526
William Blair & Company
Illinois
$200K +$52.1K +957 +35%
CFGS
527
Concourse Financial Group Securities
Alabama
$199K -$5.99K -110 -3%
BFPW
528
BOK Financial Private Wealth
Colorado
$198K
FFA
529
Frazier Financial Advisors
Ohio
$196K -$83.3K -1,531 -30%
PGAM
530
Princeton Global Asset Management
New Jersey
$194K +$194K +3,561 New
TIM
531
Tortoise Investment Management
New York
$189K -$109K -2,000 -37%
ACA
532
Atlas Capital Advisors
Wyoming
$179K -$93.5K -1,718 -34%
CMBA
533
C.M. Bidwell & Associates
Hawaii
$173K
RTL
534
Red Tortoise LLC
Georgia
$173K
AWM
535
Angeles Wealth Management
California
$172K +$132K +2,420 +328%
SAM
536
S.A. Mason
Michigan
$154K
National Bank of Canada
537
National Bank of Canada
Quebec, Canada
$151K -$4.6K -86 -3%
Bessemer Group
538
Bessemer Group
New Jersey
$149K
M
539
MOTCO
Texas
$128K
HI
540
Harbour Investments
Wisconsin
$123K +$7.46K +137 +6%
UB
541
UMB Bank
Missouri
$122K
IRC
542
Investors Research Corp
Georgia
$122K
PCMC
543
Private Capital Management (Colorado)
Colorado
$121K -$7.62K -140 -6%
PO
544
Private Ocean
California
$119K
CIR
545
Clear Investment Research
Georgia
$118K +$2.07K +38 +2%
CFFP
546
Center for Financial Planning
Michigan
$114K
GWS
547
Glassman Wealth Services
Virginia
$112K
SL
548
Salomon & Ludwin
Virginia
$93.7K
MAWCM
549
Mine & Arao Wealth Creation & Management
California
$90.1K
TCA
550
Trifecta Capital Advisors
Illinois
$82.3K