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 | $6,375,524 | 130,780 | 0.00 | 0.00 | -10,196 | -7.23 | 12-31-2023 |
| DIMENSIONAL FUND ADVISORS LP | COM | 2 | $5,386,242 | 110,487 | 0.00 | 0.00 | -844 | -0.76 | 12-31-2023 |
| BLACKROCK INC | COM | 3 | $4,026,165 | 82,588 | 0.00 | 0.00 | 3,969 | 5.05 | 12-31-2023 |
| GABELLI FUNDS LLC | EQUITY | 4 | $2,238,066 | 46,308 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
