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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 %
CG
301
Caprock Group
Idaho
$611K +$329K +7,087 +117%
Janney Montgomery Scott
302
Janney Montgomery Scott
Pennsylvania
$601K +$31.8K +685 +6%
HWM
303
HB Wealth Management
Georgia
$600K -$3.43K -74 -0.6%
BWS
304
BCR Wealth Strategies
Alabama
$599K – – –
BMD
305
Better Money Decisions
New Mexico
$596K +$172K +3,716 +41%
BJL
306
Brighton Jones LLC
Washington
$592K +$63.3K +1,365 +12%
NA
307
NewEdge Advisors
Louisiana
$591K +$436K +9,395 +280%
Rockefeller Capital Management
308
Rockefeller Capital Management
New York
$585K -$66.4K -1,432 -10%
WT
309
Whittier Trust
California
$585K +$92.9K +2,002 +19%
CFO
310
CVA Family Office
Colorado
$583K – – –
DWT
311
Dorsey & Whitney Trust
South Dakota
$576K -$789 -17 -0.1%
KCM
312
KM Capital Management
Texas
$566K -$1.45M -31,212 -72%
IAN
313
Integrated Advisors Network
Texas
$566K +$4.92K +106 +0.9%
RRCM
314
Rappaport Reiches Capital Management
Illinois
$563K +$1.35K +29 +0.2%
NCM
315
NCM Capital Management
New Jersey
$557K +$1.86K +40 +0.3%
RIP
316
RAM Investment Partners
Washington
$554K – – –
T
317
TCWP
Ohio
$547K – – –
FWCM
318
Ferguson Wellman Capital Management
Oregon
$547K – – –
ACA
319
Aptus Capital Advisors
Alabama
$539K – – –
HWM
320
Hemington Wealth Management
Virginia
$539K +$18.9K +408 +4%
DAS
321
Dynamic Advisor Solutions
Arizona
$533K +$6.22K +134 +1%
Bessemer Group
322
Bessemer Group
New Jersey
$530K – – –
SFS
323
Strategic Financial Services
New York
$523K – – –
G
324
GenTrust
Florida
$514K – – –
TC
325
TownSquare Capital
Utah
$508K -$185K -3,988 -27%
11 12
13
14 15