DFAT icon

Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

596 hedge funds and large institutions have $7.39B invested in Dimensional US Targeted Value ETF in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 205 increasing their positions, 175 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+87
Holders Change %
+17.09%
% of All Funds
8.74%
Holding in Top 10
98
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+20.99%
% of All Funds
1.44%
New
110
Increased
205
Reduced
175
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$28M
2
PFA
Pure Financial Advisors
California
+$22.1M
3
SC
Savant Capital
Illinois
+$17M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$11.7M
5
FFM
Forum Financial Management
Illinois
+$11.5M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$329M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$17M
3
Osaic Holdings
Osaic Holdings
Arizona
-$14.8M
4
MWM
Meritas Wealth Management
California
-$8.61M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$6.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NHC
301
Nicholas Hoffman & Company
Georgia
$1M – – –
Prudential Financial
302
Prudential Financial
New Jersey
$1M +$753K +14,384 +301%
BJL
303
Brighton Jones LLC
Washington
$995K +$342K +6,545 +52%
VAG
304
Vannoy Advisory Group
Texas
$989K +$989K +18,890 New
RF
305
Rollins Financial
Georgia
$985K +$123K +2,352 +14%
RFA
306
Rollins Financial Advisors
New York
$985K +$985K +18,829 New
PIFP
307
Partners in Financial Planning
Virginia
$985K +$1.99K +38 +0.2%
PS
308
Principal Securities
Iowa
$960K +$960K +18,345 New
DWM
309
Dakota Wealth Management
Florida
$958K – – –
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$951K +$393K +7,502 +70%
BFA
311
Bragg Financial Advisors
North Carolina
$942K +$442K +8,447 +88%
CWM
312
Curi Wealth Management
North Carolina
$940K +$942 +18 +0.1%
KWM
313
Keebeck Wealth Management
Illinois
$920K -$4.71K -90 -0.5%
PB
314
Pinnacle Bancorp
Nebraska
$920K -$29.2K -558 -3%
CPIG
315
Chicago Partners Investment Group
Illinois
$919K +$63.2K +1,240 +7%
AWM
316
Apollon Wealth Management
South Carolina
$916K – – –
PGFC
317
Peapack-Gladstone Financial Corp
New Jersey
$915K +$915K +17,480 New
Jones Financial Companies
318
Jones Financial Companies
Missouri
$880K +$768K +14,667 +684%
SFPM
319
Sensible Financial Planning & Management
Massachusetts
$869K – – –
TNBTD
320
Trustmark National Bank Trust Department
Mississippi
$841K – – –
WIM
321
Warwick Investment Management
Texas
$824K +$3.14K +60 +0.4%
ASI
322
Advisory Services & Investments
Oregon
$824K -$31K -592 -4%
FWP
323
Falcon Wealth Planning
California
$812K +$157 +3 +0%
BP
324
BBR Partners
New York
$812K +$812K +15,514 New
Rockefeller Capital Management
325
Rockefeller Capital Management
New York
$811K +$154K +2,952 +24%
11 12
13
14 15