DFAT icon

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 %
WAP
276
Wealthcare Advisory Partners
Pennsylvania
$1.26M -$79.6K -1,522 -6%
JWA
277
JFS Wealth Advisors
Pennsylvania
$1.24M +$262 +5 +0%
EWP
278
Elevation Wealth Partners
California
$1.24M -$5.99K -131 -0.5%
TIAA Trust, National Association
279
TIAA Trust, National Association
North Carolina
$1.22M -$70.6K -1,350 -5%
W
280
WealthCollab
Washington
$1.22M +$1.22M +23,334 New
MWM
281
Mission Wealth Management
California
$1.22M -$9K -172 -0.7%
OC
282
Oakworth Capital
Alabama
$1.19M – – –
SWM
283
Sanctuary Wealth Management
Idaho
$1.18M -$32.3K -618 -3%
BFC
284
Bedel Financial Consulting
Indiana
$1.15M +$274K +5,245 +31%
SIAG
285
Safeguard Investment Advisory Group
California
$1.15M -$85.2K -1,628 -7%
FFO
286
Fortitude Family Office
Arizona
$1.14M +$1.14M +21,758 New
PCM
287
Peirce Capital Management
Texas
$1.14M +$1.14M +21,731 New
WP
288
Wealthspan Partners
Iowa
$1.11M +$62.2K +1,188 +6%
UCFA
289
United Capital Financial Advisors
Texas
$1.1M -$3.4M -64,942 -76%
AAS
290
Avantax Advisory Services
Texas
$1.09M +$315K +6,012 +41%
MGW
291
MB Generational Wealth
Washington
$1.09M +$1.09M +20,795 New
BWP
292
Balboa Wealth Partners
Arizona
$1.07M +$500K +9,564 +87%
BCM
293
Basso Capital Management
Connecticut
$1.06M – – –
IPW
294
Intergy Private Wealth
Colorado
$1.06M +$205K +3,910 +24%
MA
295
Mutual Advisors
Nebraska
$1.06M -$1.67M -31,865 -61%
BAM
296
BOS Asset Management
Illinois
$1.05M +$180K +3,442 +21%
RWM
297
Rockwood Wealth Management
Pennsylvania
$1.04M +$24.9K +476 +2%
FA
298
Fiducient Advisors
Illinois
$1.04M +$3.98K +76 +0.4%
MWP
299
Meredith Wealth Planning
Illinois
$1.03M -$10.7K -205 -1%
NHC
300
Nicholas Hoffman & Company
Georgia
$1M – – –
10 11
12
13 14