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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
$387M
2
EWA
EP Wealth Advisors
California
$54.4M
3
Creative Planning
Creative Planning
Kansas
$614M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$25.6M
5
RIM
RW Investment Management
Idaho
$57.6M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
$42.7M
2
CWA
Consilio Wealth Advisors
Washington
$0
3
Bank of America
Bank of America
North Carolina
$12.2M
4
SIS
Strategic Investment Solutions
Illinois
$3.9M
5
AWM
Activest Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
276
Trustmark National Bank Trust Department
Mississippi
$746K – – –
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$732K +$152K +3,275 +26%
CAM
278
Clark Asset Management
New Hampshire
$730K +$294K +6,329 +67%
MPAM
279
Murphy Pohlad Asset Management
Minnesota
$729K +$2.27K +49 +0.3%
USCWA
280
U.S. Capital Wealth Advisors
Texas
$726K -$8.35K -180 -1%
WIM
281
Warwick Investment Management
Texas
$725K +$725K +15,630 New
FWP
282
Falcon Wealth Planning
California
$720K +$139 +3 +0%
PMFA
283
Plante Moran Financial Advisors
Michigan
$702K -$63.7K -1,373 -8%
AAS
284
Avantax Advisory Services
Texas
$695K -$118K -2,542 -15%
KeyBank National Association
285
KeyBank National Association
Ohio
$695K -$12.5K -269 -2%
CB
286
Commerce Bank
Missouri
$686K – – –
BFC
287
Bedel Financial Consulting
Indiana
$684K -$121K -2,617 -15%
CAM
288
CPA Asset Management
Florida
$682K – – –
FCM
289
Fortis Capital Management
Washington
$681K -$21.9K -472 -3%
CPSAC
290
Chas P. Smith & Associates (CPS)
Florida
$681K -$41.3K -889 -6%
CIA
291
Capital Investment Advisors
Georgia
$679K – – –
IAIM
292
International Assets Investment Management
Florida
$675K +$675K +23,913 New
AC
293
Annandale Capital
Texas
$674K -$23.5K -507 -3%
SHWM
294
Silicon Hills Wealth Management
Texas
$665K +$46 +1 +0%
WA
295
Waverly Advisors
Alabama
$665K +$665K +14,341 New
BAM
296
BOS Asset Management
Illinois
$659K +$98.9K +2,131 +18%
JPMPWA
297
J.P. Morgan Private Wealth Advisors
California
$652K -$709K -15,294 -52%
BCA
298
Bay Colony Advisors
Massachusetts
$629K -$118K -2,551 -16%
RF
299
Rollins Financial
Georgia
$620K -$19K -410 -3%
MSWM
300
McGlone Suttner Wealth Management
Wisconsin
$611K -$1.67K -36 -0.3%
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