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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 %
DPI
151
Diversified Portfolios Inc
Michigan
$3.61M -$44.6K -1,003 -1%
EK
152
Evensky & Katz
Florida
$3.59M +$188K +4,230 +6%
LFA
153
Level Financial Advisors
New York
$3.53M -$1.74K -39 -0%
CA
154
Claris Advisors
Missouri
$3.52M -$10K -225 -0.3%
SRWM
155
Shira Ridge Wealth Management
California
$3.44M +$144K +3,225 +4%
CSB
156
City State Bank
Iowa
$3.43M +$120K +2,694 +4%
SDWIA
157
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.22M +$231K +5,189 +8%
Royal Bank of Canada
158
Royal Bank of Canada
Ontario, Canada
$3.04M +$2.14M +48,197 +240%
MWM
159
Mattern Wealth Management
Kansas
$2.94M -$4.32M -97,059 -60%
AFS
160
Annapolis Financial Services
Maryland
$2.93M +$55.6K +1,250 +2%
EA
161
Efficient Advisors
Ohio
$2.87M -$127K -2,849 -4%
3LCM
162
3D/L Capital Management
Connecticut
$2.84M -$217K -4,873 -7%
CIAS
163
CFS Investment Advisory Services
New Jersey
$2.82M +$664K +14,914 +31%
KA
164
Klingman & Associates
New York
$2.81M -$3.34K -75 -0.1%
OPS
165
Orion Portfolio Solutions
Nebraska
$2.73M +$126K +2,833 +5%
BCI
166
Brinker Capital Investments
Pennsylvania
$2.73M +$2.73M +61,289 New
LWM
167
LJI Wealth Management
Indiana
$2.69M +$6.32K +142 +0.2%
TCM
168
True Capital Management
California
$2.62M -$115K -2,595 -4%
EWA
169
Exencial Wealth Advisors
Oklahoma
$2.61M -$44.9K -1,009 -2%
BAG
170
Briggs Advisory Group
Rhode Island
$2.59M +$366K +8,216 +16%
EWA
171
EverSource Wealth Advisors
Alabama
$2.53M -$12.2K -274 -0.5%
ACP
172
Aviance Capital Partners
Florida
$2.53M +$41K +921 +2%
CAC
173
Certified Advisory Corp
Florida
$2.53M +$324K +7,292 +15%
ACG
174
Allen Capital Group
Nebraska
$2.51M +$2.51M +56,376 New
GWM
175
Grand Wealth Management
Michigan
$2.49M +$6.01K +135 +0.2%