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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
1
Creative Planning
Kansas
$578M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$555M
3
MWM
3
Modera Wealth Management
New Jersey
$56.5M
4
MWM
4
Merriman Wealth Management
Washington
$182M
5
Bank of America
5
Bank of America
North Carolina
$17.1M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$24.9M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$121M
3
TWP
3
TFO Wealth Partners
Ohio
$6.93M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$2.13M
5
IFA
5
Index Fund Advisors
California
$360M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
301
Brighton Jones LLC
Washington
$499K -$213K -4,850 -30%
HWM
302
Hemington Wealth Management
Virginia
$499K -$403K -9,174 -45%
FOA
303
Five Oceans Advisors
California
$498K +$47.5K +1,080 +11%
CAP
304
Columbia Advisory Partners
Washington
$496K +$496K +11,276 New
BFC
305
Bedel Financial Consulting
Indiana
$495K +$109K +2,489 +28%
BC
306
Burleson & Co
California
$492K – – –
MSWM
307
McGlone Suttner Wealth Management
Wisconsin
$490K +$490K +11,142 New
SAM
308
Stone Asset Management
Texas
$484K +$1.93K +44 +0.4%
LWAC
309
Laurel Wealth Advisors (California)
California
$477K -$77.8K -1,769 -14%
Bessemer Group
310
Bessemer Group
New Jersey
$471K +$471K +10,707 New
SFS
311
Strategic Financial Services
New York
$471K – – –
SFS
312
Summit Financial Strategies
Ohio
$470K +$123K +2,795 +35%
WF
313
WoodTrust Financial
Wisconsin
$468K – – –
WT
314
Whittier Trust
California
$467K +$220 +5 +0%
SHGA
315
Sand Hill Global Advisors
California
$442K – – –
DAS
316
Dynamic Advisor Solutions
Arizona
$440K +$4.7K +107 +1%
SAM
317
Secure Asset Management
Michigan
$438K – – –
GTAM
318
Global Trust Asset Management
Florida
$424K -$14.1K -321 -3%
AWM
319
Arista Wealth Management
Nevada
$419K +$419K +9,541 New
BWP
320
Balboa Wealth Partners
Arizona
$419K – – –
AFAS
321
Acorn Financial Advisory Services
Virginia
$415K -$70.5K -1,605 -15%
PFBT
322
Parkside Financial Bank & Trust
Missouri
$413K – – –
CCMG
323
Clark Capital Management Group
Pennsylvania
$408K +$408K +9,280 New
CAMG
324
CWA Asset Management Group
Florida
$403K +$88 +2 +0%
BBNB
325
Baker Boyer National Bank
Washington
$399K – – –
11 12
13
14 15