DFAT icon

Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

505 hedge funds and large institutions have $5.85B invested in Dimensional US Targeted Value ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 196 increasing their positions, 155 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+19
Holders Change %
+3.91%
% of All Funds
7.96%
Holding in Top 10
79
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.66%
% of All Funds
1.25%
New
40
Increased
196
Reduced
155
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
+$103M
2
EWA
EP Wealth Advisors
California
+$43.3M
3
Creative Planning
Creative Planning
Kansas
+$42.2M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$25.2M
5
RIM
RW Investment Management
Idaho
+$21.6M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$146M
2
CWA
Consilio Wealth Advisors
Washington
-$10.1M
3
Bank of America
Bank of America
North Carolina
-$10.1M
4
SIS
Strategic Investment Solutions
Illinois
-$6.99M
5
AWM
Activest Wealth Management
Florida
-$5.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
226
Montag & Associates
Georgia
$1.49M – – –
FTUS
227
Flow Traders U.S.
New York
$1.48M +$1.48M +31,902 New
WFA
228
Websterrogers Financial Advisors
South Carolina
$1.47M -$192K -4,137 -12%
IAG
229
Investmark Advisory Group
Connecticut
$1.47M +$59.2K +1,276 +4%
AWM
230
Avior Wealth Management
Nebraska
$1.45M -$13.6K -294 -0.9%
QHA
231
Quarry Hill Advisors
Minnesota
$1.42M -$179K -3,861 -11%
LW
232
Lauer Wealth
Indiana
$1.37M +$1.37M +28,020 New
RFP
233
Root Financial Partners
California
$1.36M -$112K -2,419 -8%
VCM
234
Versant Capital Management
Arizona
$1.36M -$29.4K -634 -2%
TFA
235
Tobias Financial Advisors
Florida
$1.34M +$412K +8,877 +44%
MCA
236
Maryland Capital Advisors
Maryland
$1.34M +$360K +7,758 +37%
TF
237
TIAA FSB
Florida
$1.32M +$571K +12,319 +76%
IWM
238
IHT Wealth Management
Illinois
$1.3M +$1.06M +22,794 +441%
ZF
239
Zhang Financial
Michigan
$1.28M +$5.01K +108 +0.4%
OFP
240
OLIO Financial Planning
Virginia
$1.26M +$907K +19,545 +254%
EWP
241
Elevation Wealth Partners
California
$1.24M +$373K +8,031 +43%
2L
242
25 LLC
Missouri
$1.23M +$4.36K +91 +0.4%
SIAG
243
Safeguard Investment Advisory Group
California
$1.19M -$418K -9,000 -26%
MWM
244
Melfa Wealth Management
Massachusetts
$1.16M -$184K -3,967 -14%
MGIA
245
Moneta Group Investment Advisors
Missouri
$1.15M +$151K +3,261 +15%
JWA
246
JFS Wealth Advisors
Pennsylvania
$1.1M +$278 +6 +0%
OC
247
Oakworth Capital
Alabama
$1.06M – – –
OW
248
Olistico Wealth
Oklahoma
$1.05M +$325 +7 +0%
PWMG
249
Pioneer Wealth Management Group
Texas
$1.05M +$245K +5,290 +31%
SWM
250
Sanctuary Wealth Management
Idaho
$1.03M +$1.03M +22,232 New
8 9
10
11 12