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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 %
PCIA
251
Prime Capital Investment Advisors
Kansas
$1.63M +$1.25M +23,831 +327%
WFA
252
Websterrogers Financial Advisors
South Carolina
$1.62M -$22.9K -437 -1%
ACP
253
Aviance Capital Partners
Florida
$1.62M +$59.2K +1,131 +4%
CWM
254
CarsonAllaria Wealth Management
Illinois
$1.59M -$188K -3,593 -11%
VCM
255
Versant Capital Management
Arizona
$1.57M +$46.1K +881 +3%
MA
256
Montag & Associates
Georgia
$1.56M – – –
Two Sigma Investments
257
Two Sigma Investments
New York
$1.54M -$377K -7,200 -20%
WAM
258
Weinberger Asset Management
California
$1.52M +$216K +4,122 +17%
IWC
259
Integrated Wealth Concepts
Massachusetts
$1.48M -$634K -12,124 -30%
PFS
260
Prospera Financial Services
Texas
$1.46M +$1.46M +27,880 New
TFA
261
Tobias Financial Advisors
Florida
$1.45M – – –
LW
262
Lauer Wealth
Indiana
$1.44M – – –
QHA
263
Quarry Hill Advisors
Minnesota
$1.42M -$13.4K -257 -0.9%
RFP
264
Root Financial Partners
California
$1.4M -$42.9K -819 -3%
FWM
265
Fortress Wealth Management
California
$1.4M +$350K +6,687 +33%
LIWM
266
Long Island Wealth Management
New York
$1.38M +$1.38M +26,438 New
SI
267
Stephens Inc
Arkansas
$1.37M +$488K +9,326 +56%
2L
268
25 LLC
Missouri
$1.34M +$314 +6 +0%
Bank of Montreal
269
Bank of Montreal
Ontario, Canada
$1.34M -$400K -7,561 -23%
ZF
270
Zhang Financial
Michigan
$1.33M +$4.45K +85 +0.3%
AA
271
Addison Advisors
Vermont
$1.3M +$75.6K +1,445 +6%
MGIA
272
Moneta Group Investment Advisors
Missouri
$1.29M – – –
MWM
273
Melfa Wealth Management
Massachusetts
$1.29M -$54K -1,031 -4%
SPIA
274
Steward Partners Investment Advisory
New York
$1.27M +$529K +10,113 +71%
DI
275
DFPG Investments
Utah
$1.27M -$367K -7,211 -22%
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