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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

509 hedge funds and large institutions have $6.32B invested in Dimensional US Targeted Value ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 208 increasing their positions, 164 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.12%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
1.29%
New
27
Increased
208
Reduced
164
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
+$306M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$105M
3
FFM
Forum Financial Management
Illinois
+$27.4M
4
Bank of America
Bank of America
North Carolina
+$22.5M
5
SC
Savant Capital
Illinois
+$20.4M

Top Sellers

1
LWM
LJI Wealth Management
Indiana
-$80.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$24.4M
3
Creative Planning
Creative Planning
Kansas
-$6.36M
4
AC
Asio Capital
Kentucky
-$4.94M
5
JTWM
Jackson Thornton Wealth Management
Alabama
-$4.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAG
226
Investmark Advisory Group
Connecticut
$1.48M +$30.5K +667 +2%
RCAG
227
Rehmann Capital Advisory Group
Michigan
$1.46M -$138K -3,013 -9%
WFA
228
Websterrogers Financial Advisors
South Carolina
$1.43M -$17.6K -385 -1%
DI
229
DFPG Investments
Utah
$1.42M -$125K -2,840 -8%
AWM
230
Avior Wealth Management
Nebraska
$1.41M -$18.6K -407 -1%
MA
231
Montag & Associates
Georgia
$1.36M -$99.7K -2,181 -7%
ACP
232
Aviance Capital Partners
Florida
$1.36M -$1.32M -28,992 -49%
MCA
233
Maryland Capital Advisors
Maryland
$1.33M +$15.4K +338 +1%
VCM
234
Versant Capital Management
Arizona
$1.33M -$11.4K -249 -0.8%
FTUS
235
Flow Traders U.S.
New York
$1.32M -$137K -2,991 -9%
TFA
236
Tobias Financial Advisors
Florida
$1.26M -$60.2K -1,318 -5%
RFP
237
Root Financial Partners
California
$1.26M -$81.1K -1,775 -6%
LW
238
Lauer Wealth
Indiana
$1.26M – – –
QHA
239
Quarry Hill Advisors
Minnesota
$1.25M -$147K -3,225 -11%
EWP
240
Elevation Wealth Partners
California
$1.25M +$26K +568 +2%
MWM
241
Melfa Wealth Management
Massachusetts
$1.17M +$26.5K +580 +2%
2L
242
25 LLC
Missouri
$1.17M +$3.66K +80 +0.3%
WAP
243
Wealthcare Advisory Partners
Pennsylvania
$1.17M -$655K -14,334 -36%
ZF
244
Zhang Financial
Michigan
$1.16M -$105K -2,290 -8%
WAM
245
Weinberger Asset Management
California
$1.14M +$199K +4,359 +21%
MGIA
246
Moneta Group Investment Advisors
Missouri
$1.13M – – –
TIAA Trust, National Association
247
TIAA Trust, National Association
North Carolina
$1.13M +$1.13M +24,708 New
JWA
248
JFS Wealth Advisors
Pennsylvania
$1.09M +$228 +5 +0%
SIAG
249
Safeguard Investment Advisory Group
California
$1.08M -$96.1K -2,104 -8%
MWM
250
Mission Wealth Management
California
$1.07M +$94K +2,057 +10%
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