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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 %
RCI
101
RS Crum Inc
California
$5.44M +$112K +2,885 +2%
MCM
102
MAI Capital Management
Ohio
$5.43M +$5.43M +139,361 New
RFC
103
Regions Financial Corp
Alabama
$5.3M
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$5.29M +$1.01M +25,948 +24%
MIAS
105
Mason Investment Advisory Services
Virginia
$5.18M -$121K -3,096 -2%
RA
106
RFG Advisory
Alabama
$4.84M -$220K -4,933 -4%
1WM
107
1900 Wealth Management
Texas
$4.83M -$67.6K -1,734 -1%
BPA
108
Beacon Pointe Advisors
California
$4.8M -$911K -23,394 -16%
PFM
109
Phillips Financial Management
Indiana
$4.73M +$1.17M +30,097 +33%
SWM
110
Spire Wealth Management
Virginia
$4.68M -$1.64M -42,010 -26%
VCA
111
Verdence Capital Advisors
Maryland
$4.57M
DI
112
Disciplined Investments
Oklahoma
$4.47M -$231K -5,933 -5%
RA
113
Rise Advisors
New York
$4.43M +$196K +5,029 +5%
SFPM
114
Sensible Financial Planning & Management
Massachusetts
$4.42M +$13.9K +357 +0.3%
KAS
115
Kestra Advisory Services
Texas
$4.39M +$457K +11,737 +12%
SWP
116
Stratos Wealth Partners
Ohio
$4.31M +$4.11M +105,498 +2,071%
SSB
117
Sandy Spring Bank
Maryland
$4.24M +$50.3K +1,290 +1%
AC
118
Asio Capital
Kentucky
$4.19M +$4.19M +107,618 New
Bank of America
119
Bank of America
North Carolina
$4.19M +$795K +20,398 +23%
PCM
120
Passive Capital Management
Maryland
$4.12M -$1.01M -25,950 -20%
SC
121
Schoolcraft Capital
Colorado
$4.09M +$14.1K +361 +0.3%
B
122
BetterWealth
California
$4.06M -$61.4K -1,575 -1%
GC
123
Gibson Capital
Pennsylvania
$4.06M -$3.9K -100 -0.1%
JWS
124
Juncture Wealth Strategies
Arizona
$4M +$136K +3,490 +4%
RSWM
125
Robertson Stephens Wealth Management
California
$3.89M