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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 %
AA
251
Addison Advisors
Vermont
$1.07M +$173K +3,785 +19%
SWM
252
Sanctuary Wealth Management
Idaho
$1.06M +$42.2K +923 +4%
OC
253
Oakworth Capital
Alabama
$1.04M – – –
OW
254
Olistico Wealth
Oklahoma
$1.03M +$2.51K +55 +0.2%
BMD
255
Better Money Decisions
New Mexico
$957K +$370K +8,105 +63%
BCM
256
Basso Capital Management
Connecticut
$928K – – –
WP
257
Wealthspan Partners
Iowa
$915K +$48.7K +1,066 +6%
FWM
258
Fortress Wealth Management
California
$914K +$14.6K +320 +2%
MWP
259
Meredith Wealth Planning
Illinois
$913K -$4.75K -104 -0.5%
FA
260
Fiducient Advisors
Illinois
$903K +$3.47K +76 +0.4%
BTWM
261
Baker Tilly Wealth Management
Wisconsin
$896K -$58.4K -1,278 -6%
RWM
262
Rockwood Wealth Management
Pennsylvania
$887K +$56.2K +1,231 +7%
NHC
263
Nicholas Hoffman & Company
Georgia
$876K – – –
Susquehanna International Group
264
Susquehanna International Group
Pennsylvania
$868K -$2.1M -46,059 -71%
PIFP
265
Partners in Financial Planning
Virginia
$858K -$48.9K -1,071 -5%
AWS
266
Atria Wealth Solutions
New York
$856K -$27.6K -604 -3%
GWM
267
Geneos Wealth Management
Colorado
$840K -$3.43K -75 -0.4%
DWM
268
Dakota Wealth Management
Florida
$837K – – –
PB
269
Pinnacle Bancorp
Nebraska
$829K +$20.8K +456 +3%
CWM
270
Curi Wealth Management
North Carolina
$820K -$106K -2,324 -11%
KWM
271
Keebeck Wealth Management
Illinois
$807K – – –
AWM
272
Apollon Wealth Management
South Carolina
$799K -$18.7K -409 -2%
BFC
273
Bedel Financial Consulting
Indiana
$767K +$92.7K +2,028 +14%
SI
274
Stephens Inc
Arkansas
$766K +$766K +16,760 New
KCPG
275
Kavar Capital Partners Group
Kansas
$766K +$366K +8,013 +92%
9 10
11
12 13