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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

405 hedge funds and large institutions have $4.39B invested in Dimensional US Targeted Value ETF in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 179 increasing their positions, 109 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+7
Holders Change %
+1.76%
% of All Funds
7%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.25%
New
30
Increased
179
Reduced
109
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
$196M
2
Creative Planning
Creative Planning
Kansas
$366M
3
FFM
Forum Financial Management
Illinois
$221M
4
PFO
Pathstone Family Office
New Jersey
$27M
5
IFA
Index Fund Advisors
California
$327M

Top Sellers

1
CWA
Choice Wealth Advisors
Maine
$0
2
WFA
Wipfli Financial Advisors
Wisconsin
$53.1M
3
MWM
Modera Wealth Management
New Jersey
$38.1M
4
EK
Evensky & Katz
Florida
$3.13M
5
MWM
Merriman Wealth Management
Washington
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
226
Trustmark National Bank Trust Department
Mississippi
$627K – – –
SPC
227
Sigma Planning Corp
Michigan
$622K +$12.7K +327 +2%
CPSAC
228
Chas P. Smith & Associates (CPS)
Florida
$606K – – –
FWP
229
Falcon Wealth Planning
California
$604K +$23.3K +598 +4%
WIM
230
Warwick Investment Management
Texas
$602K +$2.3K +59 +0.4%
KeyBank National Association
231
KeyBank National Association
Ohio
$594K +$10.5K +269 +2%
OSAM
232
O'Shaughnessy Asset Management
Connecticut
$592K -$338K -8,666 -36%
PB
233
Pinnacle Bancorp
Nebraska
$590K +$590K +15,147 New
FPCP
234
Fort Point Capital Partners
California
$587K – – –
AC
235
Annandale Capital
Texas
$585K +$57.4K +1,473 +11%
IAN
236
Integrated Advisors Network
Texas
$584K +$145K +3,729 +33%
RWM
237
Rockwood Wealth Management
Pennsylvania
$583K -$306K -7,849 -34%
CIA
238
Capital Investment Advisors
Georgia
$570K – – –
WAP
239
Wealthcare Advisory Partners
Pennsylvania
$565K +$95.8K +2,458 +20%
CB
240
Commerce Bank
Missouri
$561K +$201K +5,155 +56%
SWM
241
Sanctuary Wealth Management
Idaho
$558K +$293K +7,530 +111%
AAS
242
Avantax Advisory Services
Texas
$526K +$8.38K +215 +2%
AWS
243
Atria Wealth Solutions
New York
$521K +$36.1K +927 +7%
MIAN
244
Mariner Independent Advisor Network
Kansas
$517K -$30K -771 -5%
CPIG
245
Chicago Partners Investment Group
Illinois
$512K +$163K +3,671 +47%
Renaissance Technologies
246
Renaissance Technologies
New York
$511K +$246K +6,300 +93%
CFO
247
CVA Family Office
Colorado
$507K – – –
BWS
248
BCR Wealth Strategies
Alabama
$503K – – –
LWAC
249
Laurel Wealth Advisors (California)
California
$492K +$1.33K +34 +0.3%
DWT
250
Dorsey & Whitney Trust
South Dakota
$485K -$2.38K -61 -0.5%
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