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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 %
BOC
551
Bull Oak Capital
California
$81.4K -$75.1K -1,379 -48%
GRP
552
Global Retirement Partners
California
$80K -$44.6K -820 -36%
RDFA
553
Ritter Daniher Financial Advisory
Ohio
$79.8K -$2.72K -50 -3%
CMP
554
Coston McIsaac & Partners
Maine
$77K +$162 +3 +0.2%
PCA
555
Providence Capital Advisors
North Carolina
$72.3K
CTC
556
Central Trust Company
Missouri
$70.8K
FCG
557
Financial Connections Group
California
$65K -$1.6K -29 -2%
SS
558
Sunbelt Securities
Texas
$56.4K
CFB
559
Cullen/Frost Bankers
Texas
$54.8K +$54.8K +1,006 New
CT
560
Colonial Trust
South Carolina
$54.4K
FDCP
561
Foster Dykema Cabot & Partners
Massachusetts
$53.1K +$53.1K +976 New
First Manhattan
562
First Manhattan
New York
$52.5K +$52.5K +963 New
CFS
563
CGC Financial Services
Oregon
$51.3K
SN
564
Sittner & Nelson
Oregon
$51.1K
IFS
565
Intelligent Financial Strategies
Minnesota
$48.8K -$26.1K -480 -35%
VNA
566
Valley National Advisers
Pennsylvania
$45K
ACA
567
American Capital Advisory
Idaho
$41.6K -$56.1K -1,261 -57%
TC
568
Truvestments Capital
Florida
$39.1K +$54 +1 +0.1%
SC
569
Steph & Co
Wisconsin
$38.7K
MWM
570
Mascoma Wealth Management
New Hampshire
$36.7K
ME
571
McIlrath & Eck
Washington
$28.1K +$2.07K +38 +8%
SRCM
572
Signature Resources Capital Management
California
$26.6K
AAG
573
Armstrong Advisory Group
Massachusetts
$21.6K
OLVIG
574
Oliver Lagore Vanvalin Investment Group
Michigan
$19.9K -$21.4K -394 -52%
AIC
575
Archer Investment Corporation
Indiana
$18.2K +$16.3K +300 +857%