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Dimensional US Targeted Value ETF
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Overview Fund Activity

629 hedge funds and large institutions have $8.06B invested in Dimensional US Targeted Value ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 244 increasing their positions, 207 reducing their positions, and 19 closing their positions.

Holders
629
Holders Change
+15
Holders Change %
+2.44%
% of All Funds
9.1%
Holding in Top 10
92
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.22%
% of All Funds
1.33%
New
37
Increased
244
Reduced
207
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$680M
2
PFA
2
Pure Financial Advisors
California
$198M
3
SC
3
Savant Capital
Illinois
$289M
4
EWA
4
EP Wealth Advisors
California
$103M
5
FFM
5
Forum Financial Management
Illinois
$489M

Top Sellers

1
SP
1
Symmetry Partners
Connecticut
$3.37M
2
EFP
2
Elser Financial Planning
Indiana
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$124M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$114M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
MG
101
Mather Group
Illinois
$14.3M 257,399 -62,044 -19%
SIS
102
Strategic Investment Solutions
Illinois
$14.1M 254,737 -1,893 -0.7%
SSB
103
Sandy Spring Bank
Maryland
$14M 251,127 +23,908 +11%
MAM
104
McLean Asset Management
Virginia
$13.9M 251,654 -2,971 -1%
Betterment LLC
105
Betterment LLC
New York
$13.8M 248,953 +13,209 +6%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$13.7M 246,608 -327,248 -57%
ALWM
107
Andrews Lucia Wealth Management
California
$13.5M 259,769 -301 -0.1%
VWA
108
Visionary Wealth Advisors
Illinois
$13.1M 235,925 -507 -0.2%
RWM
109
Ruedi Wealth Management
Illinois
$13M 234,501 +1,922 +0.8%
HNWA
110
Henrickson Nauta Wealth Advisors
Michigan
$12.9M 232,452 +1,615 +0.7%
CW
111
Cook Wealth
North Carolina
$12.3M 220,178 -6,633 -3%
MFT
112
Moisand Fitzgerald Tamayo
Florida
$12M 215,017 -3,394 -2%
BPA
113
Beacon Pointe Advisors
California
$11.7M 209,481 +71 +0%
AFG
114
Altiora Financial Group
Ohio
$11.6M 207,677 +28,455 +16%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$11.2M 201,410 -116,486 -37%
VPWA
116
Vestia Personal Wealth Advisors
Indiana
$11.1M 199,996 +166 +0.1%
BP
117
BWM Planning
Texas
$11.1M 199,987 +199,987 New
SWA
118
ShankerValleau Wealth Advisors
Illinois
$10.8M 193,869 +2,445 +1%
CAG
119
Compass Advisory Group
New York
$10.6M 190,280 -85,464 -31%
RSWM
120
Robertson Stephens Wealth Management
California
$10.4M 187,488 +615 +0.3%
KAS
121
Kestra Advisory Services
Texas
$10.4M 187,027 -16,888 -8%
JWS
122
Juncture Wealth Strategies
Arizona
$10.2M 184,190 +11,551 +7%
FFG
123
Fiduciary Financial Group
California
$9.63M 176,149 +12,308 +8%
AL
124
Aspiriant LLC
California
$9.55M 171,748 -841 -0.5%
AAM
125
Austin Asset Management
Texas
$9.43M 169,586 -3,153 -2%
3 4
5
6 7