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Dimensional US Targeted Value ETF

486 hedge funds and large institutions have $6.75B invested in Dimensional US Targeted Value ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 211 increasing their positions, 140 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
+12
Holders Change %
+2.53%
% of All Funds
7.78%
Holding in Top 10
82
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.75%
% of All Funds
1.31%
New
41
Increased
211
Reduced
140
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
126
FMB Wealth Management
California
$5.41M +$54.7K +1,230 +1%
MIAS
127
Mason Investment Advisory Services
Virginia
$5.39M -$252K -5,657 -4%
RA
128
RFG Advisory
Alabama
$5.39M +$142K +3,193 +3%
AFG
129
Altiora Financial Group
Ohio
$5.28M +$2.54K +57 +0%
VCA
130
Verdence Capital Advisors
Maryland
$5.22M
RA
131
Rise Advisors
New York
$5.16M +$18.4K +414 +0.4%
SC
132
Schoolcraft Capital
Colorado
$5.15M +$47.6K +1,070 +0.9%
PCM
133
Passive Capital Management
Maryland
$5.14M +$121K +2,710 +2%
SSB
134
Sandy Spring Bank
Maryland
$5.1M +$122K +2,734 +2%
SWP
135
Stratos Wealth Partners
Ohio
$5.09M -$233K -5,228 -4%
SFPM
136
Sensible Financial Planning & Management
Massachusetts
$5.08M +$12.7K +285 +0.3%
RLIM
137
Red Lighthouse Investment Management
New York
$4.9M
GC
138
Gibson Capital
Pennsylvania
$4.54M -$93.1K -2,091 -2%
RSWM
139
Robertson Stephens Wealth Management
California
$4.44M -$5.56K -125 -0.1%
PWIA
140
Porter White Investment Advisors
Alabama
$4.41M -$85K -1,910 -2%
JWS
141
Juncture Wealth Strategies
Arizona
$4.4M +$201K +4,518 +5%
JPMorgan Chase & Co
142
JPMorgan Chase & Co
New York
$4.39M +$515K +11,580 +13%
TWD
143
True Wealth Design
Ohio
$4.22M -$69.6K -1,564 -2%
B
144
BetterWealth
California
$4.17M -$339K -7,617 -8%
SC
145
Shearwater Capital
Colorado
$4.16M +$32.8K +736 +0.8%
WA
146
Wealthstream Advisors
New York
$3.97M -$35.2K -790 -0.9%
RFA
147
RTD Financial Advisors
Pennsylvania
$3.97M -$13.7K -307 -0.3%
UCFA
148
United Capital Financial Advisors
Texas
$3.94M +$9.03K +203 +0.2%
SWM
149
Soundmark Wealth Management
Washington
$3.86M -$667 -15 -0%
WPW
150
Watershed Private Wealth
Illinois
$3.67M +$310K +6,969 +9%