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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

595 hedge funds and large institutions have $7.37B invested in Dimensional US Targeted Value ETF in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 205 increasing their positions, 175 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+86
Holders Change %
+16.9%
% of All Funds
8.72%
Holding in Top 10
97
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.75%
% of All Funds
1.42%
New
109
Increased
205
Reduced
175
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$714M
2
PFA
Pure Financial Advisors
California
$92.9M
3
SC
Savant Capital
Illinois
$284M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$153M
5
FFM
Forum Financial Management
Illinois
$480M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$12.5M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$141M
3
Osaic Holdings
Osaic Holdings
Arizona
$4.75M
4
MWM
Meritas Wealth Management
California
$24.9M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
WRPWM
226
Werba Rubin Papier Wealth Management
California
$2.15M +$5.34K +102 +0.2%
AC
227
Annandale Capital
Texas
$2.14M +$1.49M +28,550 +230%
MWM
228
Mattern Wealth Management
Kansas
$2.09M -$5.86K -112 -0.3%
MW
229
Marcum Wealth
Ohio
$2.06M -$64.6K -1,234 -3%
US Bancorp
230
US Bancorp
Minnesota
$2.03M +$157 +3 +0%
AHL
231
Abel Hall LLC
Louisiana
$2.03M +$2.03M +38,737 New
BA
232
Bridgewater Advisors
New York
$2.01M -$55.8K -1,067 -3%
CSWM
233
Cassady Schiller Wealth Management
Ohio
$1.96M -$4.61K -88 -0.2%
IAG
234
Investmark Advisory Group
Connecticut
$1.94M +$248K +4,747 +15%
GJIA
235
Glass Jacobson Investment Advisors
Maryland
$1.9M -$52.4K -1,002 -3%
FSWA
236
Financial Synergies Wealth Advisors
Texas
$1.85M +$376K +8,548 +25%
RWA
237
Rooted Wealth Advisors
Illinois
$1.8M +$152K +3,026 +9%
HIG
238
Heritage Investment Group
Florida
$1.77M – – –
KCPG
239
Kavar Capital Partners Group
Kansas
$1.76M +$880K +16,823 +100%
WCA
240
Waypoint Capital Advisors
Minnesota
$1.74M +$1.2M +22,936 +220%
AWM
241
Avior Wealth Management
Nebraska
$1.73M +$115K +2,192 +7%
MWPCG
242
Measured Wealth Private Client Group
New Hampshire
$1.72M -$46.5K -889 -3%
Northern Trust
243
Northern Trust
Illinois
$1.71M +$9.68K +185 +0.6%
HWM
244
HFG Wealth Management
Texas
$1.69M +$1.69M +32,289 New
IWM
245
IHT Wealth Management
Illinois
$1.68M -$212K -4,055 -11%
MCA
246
Maryland Capital Advisors
Maryland
$1.66M +$137K +2,616 +9%
SC
247
Schubert & Co
Texas
$1.66M -$262K -5,006 -14%
LG
248
LAM Group
Oregon
$1.66M -$69.7K -1,332 -4%
RCAG
249
Rehmann Capital Advisory Group
Michigan
$1.65M -$29.8K -570 -2%
TWP
250
Tempus Wealth Planning
California
$1.63M +$1.63M +31,173 New
8 9
10
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