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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 %
Morgan Stanley
201
Morgan Stanley
New York
$1.77M +$120K +2,698 +7%
BA
202
Bridgewater Advisors
New York
$1.76M -$298K -6,694 -14%
TFA
203
Triad Financial Advisors
North Carolina
$1.74M -$96.7K -2,173 -5%
TI
204
tru Independence
Oregon
$1.7M -$1.13M -25,463 -40%
TWP
205
Total Wealth Planning
Ohio
$1.67M -$15.3K -343 -0.9%
CSWM
206
Cassady Schiller Wealth Management
Ohio
$1.67M +$138K +3,106 +9%
US Bancorp
207
US Bancorp
Minnesota
$1.65M -$104K -2,335 -6%
API
208
Advisor Partners II
California
$1.63M -$9.7K -218 -0.6%
WFA
209
Websterrogers Financial Advisors
South Carolina
$1.6M -$20K -450 -1%
HIG
210
Heritage Investment Group
Florida
$1.56M -$18.1K -406 -1%
Northern Trust
211
Northern Trust
Illinois
$1.55M +$483K +10,857 +45%
SIAG
212
Safeguard Investment Advisory Group
California
$1.54M -$1.73M -38,849 -53%
QHA
213
Quarry Hill Advisors
Minnesota
$1.54M -$53.5K -1,202 -3%
MWPCG
214
Measured Wealth Private Client Group
New Hampshire
$1.53M -$55.6K -1,249 -4%
CWM
215
CarsonAllaria Wealth Management
Illinois
$1.52M +$2.8K +63 +0.2%
RCAG
216
Rehmann Capital Advisory Group
Michigan
$1.51M +$124K +2,778 +9%
LG
217
LAM Group
Oregon
$1.47M -$10K -225 -0.7%
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
$1.46M +$267 +6 +0%
AF
219
Advisornet Financial
Minnesota
$1.46M +$192K +4,316 +15%
WAP
220
Wealthcare Advisory Partners
Pennsylvania
$1.45M +$836K +18,797 +137%
HWM
221
HFG Wealth Management
Texas
$1.44M +$1.44M +32,435 New
MA
222
Montag & Associates
Georgia
$1.43M
RFP
223
Root Financial Partners
California
$1.42M +$1.42M +31,834 New
AWM
224
Avior Wealth Management
Nebraska
$1.4M -$66.4K -1,491 -5%
IAG
225
Investmark Advisory Group
Connecticut
$1.35M +$77.6K +1,744 +6%