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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 %
MWM
251
Mission Wealth Management
California
$995K -$3.57K -77 -0.4%
NL
252
NWAM LLC
Washington
$990K +$990K +21,335 New
BTWM
253
Baker Tilly Wealth Management
Wisconsin
$969K -$2.46K -53 -0.3%
WAM
254
Weinberger Asset Management
California
$954K +$265K +5,703 +38%
WFA
255
WMG Financial Advisors
Tennessee
$953K +$233K +5,033 +32%
BCM
256
Basso Capital Management
Connecticut
$942K – – –
CWM
257
Curi Wealth Management
North Carolina
$940K +$1.39K +30 +0.1%
MWP
258
Meredith Wealth Planning
Illinois
$931K +$4.08K +88 +0.4%
PIFP
259
Partners in Financial Planning
Virginia
$921K +$2.09K +45 +0.2%
FWM
260
Fortress Wealth Management
California
$914K -$196K -4,217 -18%
FA
261
Fiducient Advisors
Illinois
$913K +$3.9K +84 +0.4%
AA
262
Addison Advisors
Vermont
$910K +$145K +3,133 +19%
AWS
263
Atria Wealth Solutions
New York
$897K +$14.6K +315 +2%
NHC
264
Nicholas Hoffman & Company
Georgia
$890K -$30.4K -656 -3%
WP
265
Wealthspan Partners
Iowa
$879K +$80.7K +1,739 +10%
GWM
266
Geneos Wealth Management
Colorado
$856K +$606K +13,054 +242%
DWM
267
Dakota Wealth Management
Florida
$849K – – –
RWM
268
Rockwood Wealth Management
Pennsylvania
$844K -$37.4K -807 -4%
AWM
269
Apollon Wealth Management
South Carolina
$831K +$67.6K +1,457 +9%
CPIG
270
Chicago Partners Investment Group
Illinois
$825K -$110K -2,225 -12%
PB
271
Pinnacle Bancorp
Nebraska
$820K +$93 +2 +0%
KWM
272
Keebeck Wealth Management
Illinois
$820K +$820K +17,670 New
ASI
273
Advisory Services & Investments
Oregon
$793K +$4.18K +90 +0.5%
AAS
274
Ameritas Advisory Services
Nebraska
$777K +$15.4K +334 +2%
IPW
275
Intergy Private Wealth
Colorado
$772K – – –
9 10
11
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