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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

474 hedge funds and large institutions have $5.4B invested in Dimensional US Targeted Value ETF in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 175 increasing their positions, 126 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+69
Holders Change %
+17.04%
% of All Funds
7.65%
Holding in Top 10
87
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+20.83%
% of All Funds
1.4%
New
92
Increased
175
Reduced
126
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$578M
2
BSW
Buckingham Strategic Wealth
Missouri
$555M
3
MWM
Modera Wealth Management
New Jersey
$56.5M
4
MWM
Merriman Wealth Management
Washington
$182M
5
Bank of America
Bank of America
North Carolina
$17.1M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$24.9M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$121M
3
TWP
TFO Wealth Partners
Ohio
$6.93M
4
CIAS
CFS Investment Advisory Services
New Jersey
$2.13M
5
IFA
Index Fund Advisors
California
$360M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
226
Melfa Wealth Management
Massachusetts
$1.27M +$1.27M +28,897 New
IAG
227
Investmark Advisory Group
Connecticut
$1.26M +$158K +3,587 +14%
AF
228
Advisornet Financial
Minnesota
$1.25M +$456K +10,379 +57%
AAS
229
Ameritas Advisory Services
Nebraska
$1.24M +$532K +12,107 +75%
IWC
230
Integrated Wealth Concepts
Massachusetts
$1.21M +$52.1K +1,186 +4%
ZF
231
Zhang Financial
Michigan
$1.21M +$4.26K +97 +0.4%
OW
232
Olistico Wealth
Oklahoma
$1.1M +$1.1M +24,956 New
IA
233
IFP Advisors
Florida
$1.07M +$736K +16,049 +218%
Northern Trust
234
Northern Trust
Illinois
$1.06M -$117K -2,652 -10%
JWA
235
JFS Wealth Advisors
Pennsylvania
$1.04M -$14.9K -340 -1%
MWM
236
Mission Wealth Management
California
$976K -$10.3K -234 -1%
FWM
237
Fortress Wealth Management
California
$963K +$178K +4,039 +23%
HSG
238
Helen Stephens Group
Texas
$961K +$544K +12,375 +130%
BTWM
239
Baker Tilly Wealth Management
Wisconsin
$955K – – –
BCM
240
Basso Capital Management
Connecticut
$921K +$921K +20,950 New
CWM
241
Curi Wealth Management
North Carolina
$889K +$1.19K +27 +0.1%
TC
242
TownSquare Capital
Utah
$888K +$133K +3,033 +18%
TFA
243
Tobias Financial Advisors
Florida
$884K -$264K -6,003 -23%
Royal Bank of Canada
244
Royal Bank of Canada
Ontario, Canada
$882K -$535K -12,158 -38%
MWP
245
Meredith Wealth Planning
Illinois
$880K +$880K +20,034 New
PIFP
246
Partners in Financial Planning
Virginia
$868K -$15K -344 -2%
NL
247
NWAM LLC
Washington
$862K -$25.2K -574 -3%
CB
248
Commerce Bank
Missouri
$861K +$228K +5,192 +36%
MCA
249
Maryland Capital Advisors
Maryland
$838K +$68.9K +1,567 +9%
MA
250
Momentum Advisors
New York
$821K +$378K +8,603 +85%
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10
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