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Dimensional US Targeted Value ETF

405 hedge funds and large institutions have $4.39B invested in Dimensional US Targeted Value ETF in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 179 increasing their positions, 109 reducing their positions, and 19 closing their positions.

Holders
405
Holders Change
+7
Holders Change %
+1.76%
% of All Funds
7%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.25%
New
30
Increased
179
Reduced
109
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
76
Consilio Wealth Advisors
Washington
$8.44M -$636K -16,318 -7%
MG
77
Mather Group
Illinois
$8.39M +$1.87M +48,113 +29%
AssetMark Inc
78
AssetMark Inc
California
$8.3M +$286K +7,349 +4%
UBS Group
79
UBS Group
Switzerland
$8.26M +$5.07M +130,185 +159%
MWM
80
Mattern Wealth Management
Kansas
$8.17M -$411K -10,545 -5%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$7.96M -$607K -15,581 -7%
SP
82
Symmetry Partners
Connecticut
$7.93M
CAG
83
Compass Advisory Group
New York
$7.9M -$582K -14,947 -7%
AAM
84
Austin Asset Management
Texas
$7.86M -$124K -3,192 -2%
AIS
85
American Investment Services
Massachusetts
$7.68M -$80.6K -2,069 -1%
SWA
86
ShankerValleau Wealth Advisors
Illinois
$7.67M -$266K -6,832 -3%
NEPWA
87
New England Private Wealth Advisors
Massachusetts
$7.4M -$2.76M -70,881 -27%
MML Investors Services
88
MML Investors Services
Massachusetts
$7.39M -$379K -9,738 -5%
AL
89
Aspiriant LLC
California
$7.25M
LFA
90
Landmark Financial Advisors
Kentucky
$7.23M +$1.16M +29,656 +19%
PCI
91
Planning Center Inc
Illinois
$7.15M -$399K -9,847 -5%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$6.77M +$160K +4,096 +2%
Truist Financial
93
Truist Financial
North Carolina
$6.21M +$837K +21,478 +16%
RK
94
Rather & Kittrell
Tennessee
$6.14M +$131K +3,364 +2%
HNWA
95
Henrickson Nauta Wealth Advisors
Michigan
$6.1M +$32.3K +830 +0.5%
NWM
96
Northwest Wealth Management
Iowa
$6.04M +$672K +17,249 +13%
LFS
97
Lutz Financial Services
Nebraska
$5.82M -$177K -4,541 -3%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$5.73M +$205K +5,248 +4%
GCA
99
Gradient Capital Advisors
California
$5.69M +$1.32M +33,930 +30%
EH
100
Equitable Holdings
New York
$5.57M +$1.21M +31,073 +28%