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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 %
LNWWM
326
Laird Norton Wetherby Wealth Management
California
$398K – – –
SOAG
327
Silver Oak Advisory Group
Oregon
$394K – – –
WP
328
Westmount Partners
California
$390K +$390K +8,876 New
CFGS
329
Concourse Financial Group Securities
Alabama
$386K – – –
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$385K -$47.7K -1,085 -11%
GWM
331
Geneos Wealth Management
Colorado
$385K -$15.5K -353 -4%
KCPG
332
Kavar Capital Partners Group
Kansas
$382K -$64.2K -1,460 -14%
SCA
333
STALEY CAPITAL ADVISERS
Pennsylvania
$379K +$1.5K +34 +0.4%
FA
334
Fortis Advisors
Pennsylvania
$377K +$1.49K +34 +0.4%
GA
335
Greenspring Advisors
Maryland
$376K – – –
LIA
336
LBMC Investment Advisors
Tennessee
$368K +$791 +18 +0.2%
SFM
337
Signet Financial Management
New Jersey
$365K – – –
EF
338
Exeter Financial
Arizona
$365K +$1.45K +33 +0.4%
MGIA
339
Moneta Group Investment Advisors
Missouri
$357K -$81.4K -1,686 -19%
BAM
340
BOS Asset Management
Illinois
$352K +$352K +8,007 New
ACA
341
Atlas Capital Advisors
Wyoming
$351K -$19.8K -450 -5%
CSIA
342
Conrad Siegel Investment Advisors
Pennsylvania
$350K +$1.36K +31 +0.4%
HIA
343
HTG Investment Advisors
Connecticut
$343K +$343K +7,798 New
BCA
344
Bay Colony Advisors
Massachusetts
$343K – – –
AA
345
Advisory Alpha
Michigan
$339K -$55.6K -1,266 -14%
TLFA
346
True Link Financial Advisors
California
$336K -$65.9K -1,500 -16%
MMA
347
Miracle Mile Advisors
California
$336K – – –
GWA
348
Geometric Wealth Advisors
District of Columbia
$335K – – –
MWC
349
MBM Wealth Consultants
Missouri
$332K – – –
GAM
350
GEM Asset Management
Michigan
$331K +$331K +7,534 New
12 13
14
15 16