Institutional Owners for VALU
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | Common | 1 | $5,271,231 | 130,154 | 0.00 | 0.00 | -626 | -0.48 | 03-31-2024 |
| DIMENSIONAL FUND ADVISORS LP | COM | 2 | $4,434,791 | 109,501 | 0.00 | 0.00 | -986 | -0.89 | 03-31-2024 |
| BLACKROCK INC | COM | 3 | $3,255,797 | 80,390 | 0.00 | 0.00 | -2,198 | -2.66 | 03-31-2024 |
| GABELLI FUNDS LLC | EQUITY | 4 | $2,238,066 | 46,308 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
