DFAT icon

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

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$24.9M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$121M
3
TWP
TFO Wealth Partners
Ohio
$6.93M
4
CIAS
CFS Investment Advisory Services
New Jersey
$2.13M
5
IFA
Index Fund Advisors
California
$360M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
276
Renaissance Technologies
New York
$668K +$92.3K +2,100 +16%
FPCP
277
Fort Point Capital Partners
California
$662K – – –
AC
278
Annandale Capital
Texas
$661K +$792 +18 +0.1%
CAM
279
CPA Asset Management
Florida
$644K +$644K +14,645 New
CIA
280
Capital Investment Advisors
Georgia
$643K – – –
Rockefeller Capital Management
281
Rockefeller Capital Management
New York
$617K -$290K -6,614 -32%
AAS
282
Avantax Advisory Services
Texas
$610K +$16.5K +375 +3%
HWM
283
HB Wealth Management
Georgia
$609K -$185K -4,200 -23%
WAP
284
Wealthcare Advisory Partners
Pennsylvania
$603K -$33.8K -769 -5%
IAN
285
Integrated Advisors Network
Texas
$574K -$84.6K -1,924 -13%
WP
286
Wealthspan Partners
Iowa
$574K +$299K +6,813 +109%
BWS
287
BCR Wealth Strategies
Alabama
$567K – – –
CFO
288
CVA Family Office
Colorado
$553K -$19.1K -435 -3%
OSAM
289
O'Shaughnessy Asset Management
Connecticut
$549K -$119K -2,705 -18%
DWT
290
Dorsey & Whitney Trust
South Dakota
$546K -$527 -12 -0.1%
Janney Montgomery Scott
291
Janney Montgomery Scott
Pennsylvania
$540K – – –
RRCM
292
Rappaport Reiches Capital Management
Illinois
$531K +$1.14K +26 +0.2%
Betterment LLC
293
Betterment LLC
New York
$526K +$253K +5,763 +93%
RIP
294
RAM Investment Partners
Washington
$525K +$525K +11,936 New
NCM
295
NCM Capital Management
New Jersey
$524K +$1.58K +36 +0.3%
AWM
296
Apollon Wealth Management
South Carolina
$518K +$518K +11,794 New
T
297
TCWP
Ohio
$518K – – –
FWCM
298
Ferguson Wellman Capital Management
Oregon
$518K +$518K +11,787 New
RF
299
Rollins Financial
Georgia
$505K +$505K +11,487 New
CAM
300
Clark Asset Management
New Hampshire
$501K +$501K +11,411 New
10 11
12
13 14