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Dimensional US Targeted Value ETF

272 hedge funds and large institutions have $2.69B invested in Dimensional US Targeted Value ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 67 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 14

48% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 67

12% more funds holding

Funds holding: 243272 (+29)

10% more capital invested

Capital invested by funds: $2.45B → $2.69B (+$240M)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

3.16% more ownership

Funds ownership: 41.52%44.68% (+3.2%)

Holders
272
Holders Change
+29
Holders Change %
+11.93%
% of All Funds
4.76%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.51%
New
50
Increased
99
Reduced
67
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
1
Buckingham Strategic Wealth
Missouri
$524M +$27M +608,371 +5%
Creative Planning
2
Creative Planning
Kansas
$323M +$15.5M +350,216 +5%
SC
3
Savant Capital
Illinois
$139M -$1.59M -35,854 -1%
MWM
4
Merriman Wealth Management
Washington
$139M +$64M +1,443,976 +86%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$96.5M +$19.9M +449,389 +26%
TI
6
Truepoint Inc
Ohio
$87.2M +$87.1M +1,963,763 New
AWP
7
Abacus Wealth Partners
California
$80.1M -$1.27M -28,740 -2%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$79.7M -$403K -9,101 -0.5%
PL
9
Plancorp LLC
Missouri
$79M +$76.9K +1,734 +0.1%
WCWM
10
Willow Creek Wealth Management
California
$67.7M +$1.12M +25,236 +2%
WFA
11
Wipfli Financial Advisors
Wisconsin
$57.8M -$2.46M -55,526 -4%
EAM
12
Evanson Asset Management
California
$52.9M +$248K +5,592 +0.5%
DY
13
Dowling & Yahnke
California
$49.9M +$1.82M +40,965 +4%
MWM
14
Modera Wealth Management
New Jersey
$49.9M +$3.79M +85,494 +8%
BDF
15
Balasa Dinverno & Foltz
$41.5M +$1.99M +44,798 +5%
ADL
16
Asset Dedication LLC
California
$36.6M +$6.74M +152,054 +23%
HIGP
17
Hill Investment Group Partners
Missouri
$34.5M +$34.2K +771 +0.1%
CCM
18
Carlson Capital Management
Minnesota
$33.1M -$46K -1,038 -0.1%
SWA
19
Sax Wealth Advisors
New Jersey
$32.2M +$32.2M +725,347 New
CL
20
Choreo LLC
Illinois
$30.5M -$1.04M -23,529 -3%
TWA
21
TCI Wealth Advisors
Arizona
$29.7M -$580K -13,074 -2%
FG
22
Foster Group
Iowa
$28.8M -$376K -8,486 -1%
EWM
23
Empirical Wealth Management
Washington
$26.8M +$1.17M +26,291 +5%
TFM
24
TFC Financial Management
Massachusetts
$25.6M +$5.98K +135 +0%
HighTower Advisors
25
HighTower Advisors
Illinois
$22M -$28.8K -650 -0.1%