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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 %
SFPM
276
Sensible Financial Planning & Management
Massachusetts
$759K -$4.48M -97,926 -85%
BAM
277
BOS Asset Management
Illinois
$755K +$106K +2,318 +16%
SIM
278
Studio Investment Management
Illinois
$753K +$269K +5,887 +56%
AAS
279
Ameritas Advisory Services
Nebraska
$753K +$1.07K +24 +0.1%
RF
280
Rollins Financial
Georgia
$753K +$142K +3,110 +23%
IPW
281
Intergy Private Wealth
Colorado
$748K -$12.2K -266 -2%
ASI
282
Advisory Services & Investments
Oregon
$746K -$34.1K -747 -4%
TNBTD
283
Trustmark National Bank Trust Department
Mississippi
$735K – – –
CPIG
284
Chicago Partners Investment Group
Illinois
$725K +$1.81K +42 +0.3%
WIM
285
Warwick Investment Management
Texas
$717K +$2.74K +60 +0.4%
FWP
286
Falcon Wealth Planning
California
$709K +$91 +2 +0%
Renaissance Technologies
287
Renaissance Technologies
New York
$704K +$338K +7,400 +93%
USCWA
288
U.S. Capital Wealth Advisors
Texas
$694K -$20.4K -447 -3%
JPMPWA
289
J.P. Morgan Private Wealth Advisors
California
$691K +$48.8K +1,069 +8%
MPAM
290
Murphy Pohlad Asset Management
Minnesota
$680K -$37.7K -825 -5%
CAM
291
CPA Asset Management
Florida
$677K +$5.76K +126 +0.9%
AAS
292
Avantax Advisory Services
Texas
$676K -$8.45K -185 -1%
WFA
293
WMG Financial Advisors
Tennessee
$673K -$266K -5,813 -28%
CIA
294
Capital Investment Advisors
Georgia
$668K – – –
KeyBank National Association
295
KeyBank National Association
Ohio
$662K -$22.8K -500 -3%
PMFA
296
Plante Moran Financial Advisors
Michigan
$658K -$32.9K -721 -5%
WA
297
Waverly Advisors
Alabama
$655K +$91 +2 +0%
NA
298
NewEdge Advisors
Louisiana
$654K +$71.2K +1,559 +12%
SPIA
299
Steward Partners Investment Advisory
New York
$649K +$406K +8,893 +167%
CB
300
Commerce Bank
Missouri
$640K -$36.1K -790 -5%
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