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

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$24.9M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$121M
3
TWP
3
TFO Wealth Partners
Ohio
$6.93M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$2.13M
5
IFA
5
Index Fund Advisors
California
$360M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICG
251
InterOcean Capital Group
Tennessee
$818K – – –
NHC
252
Nicholas Hoffman & Company
Georgia
$814K – – –
SWM
253
Sanctuary Wealth Management
Idaho
$812K +$182K +4,143 +29%
AWS
254
Atria Wealth Solutions
New York
$806K +$218K +4,952 +37%
DWM
255
Dakota Wealth Management
Florida
$805K -$6.81K -155 -0.8%
CPIG
256
Chicago Partners Investment Group
Illinois
$795K +$227K +4,595 +40%
PB
257
Pinnacle Bancorp
Nebraska
$781K +$115K +2,615 +17%
SHWM
258
Silicon Hills Wealth Management
Texas
$775K +$288K +6,543 +59%
PMFA
259
Plante Moran Financial Advisors
Michigan
$775K +$264 +6 +0%
BAM
260
Baldrige Asset Management
Pennsylvania
$764K +$51.2K +1,165 +7%
AA
261
Addison Advisors
Vermont
$756K +$10.3K +234 +1%
ASI
262
Advisory Services & Investments
Oregon
$756K -$197K -4,477 -21%
RWM
263
Rockwood Wealth Management
Pennsylvania
$755K +$97.1K +2,210 +15%
TF
264
TIAA FSB
Florida
$748K -$47.7K -1,086 -6%
IPW
265
Intergy Private Wealth
Colorado
$733K -$48.4K -1,102 -6%
TNBTD
266
Trustmark National Bank Trust Department
Mississippi
$707K – – –
USCWA
267
U.S. Capital Wealth Advisors
Texas
$698K +$170K +3,867 +32%
MPAM
268
Murphy Pohlad Asset Management
Minnesota
$687K -$40.2K -915 -6%
CPSAC
269
Chas P. Smith & Associates (CPS)
Florida
$684K – – –
RF
270
Resolute Financial
Massachusetts
$682K -$43.5K -989 -6%
WIM
271
Warwick Investment Management
Texas
$682K +$2.68K +61 +0.4%
FWP
272
Falcon Wealth Planning
California
$682K +$132 +3 +0%
PWMG
273
Pioneer Wealth Management Group
Texas
$681K +$681K +15,491 New
SPC
274
Sigma Planning Corp
Michigan
$676K -$25.1K -571 -4%
KeyBank National Association
275
KeyBank National Association
Ohio
$670K – – –
9 10
11
12 13