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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

486 hedge funds and large institutions have $6.75B invested in Dimensional US Targeted Value ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 211 increasing their positions, 140 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
486
Holders Change
+12
Holders Change %
+2.53%
% of All Funds
7.78%
Holding in Top 10
82
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.75%
% of All Funds
1.31%
New
41
Increased
211
Reduced
140
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
Cerity Partners
New York
+$1.26B
2
SC
Savant Capital
Illinois
+$58.9M
3
FFM
Forum Financial Management
Illinois
+$13.9M
4
RIM
RW Investment Management
Idaho
+$13.7M
5
TWP
TFO Wealth Partners
Ohio
+$13.6M

Top Sellers

1
QA
Quantitative Advantage
Minnesota
-$48.9M
2
EWA
EP Wealth Advisors
California
-$40.5M
3
Creative Planning
Creative Planning
Kansas
-$36.3M
4
PFO
Pathstone Family Office
New Jersey
-$16.4M
5
MWM
Modera Wealth Management
New Jersey
-$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
326
Balboa Wealth Partners
Arizona
$425K – – –
CAM
327
Clark Asset Management
New Hampshire
$419K -$89.2K -2,004 -18%
PFBT
328
Parkside Financial Bank & Trust
Missouri
$418K – – –
CAMG
329
CWA Asset Management Group
Florida
$408K – – –
SIM
330
Studio Investment Management
Illinois
$408K +$408K +9,161 New
BMD
331
Better Money Decisions
New Mexico
$406K +$406K +9,123 New
CFGS
332
Concourse Financial Group Securities
Alabama
$406K +$15K +337 +4%
SAM
333
Secure Asset Management
Michigan
$405K -$38.7K -870 -9%
BBNB
334
Baker Boyer National Bank
Washington
$404K – – –
LNWWM
335
Laird Norton Wetherby Wealth Management
California
$403K – – –
SOAG
336
Silver Oak Advisory Group
Oregon
$399K – – –
AWM
337
Arista Wealth Management
Nevada
$398K -$26.5K -595 -6%
WP
338
Westmount Partners
California
$395K – – –
KCPG
339
Kavar Capital Partners Group
Kansas
$387K +$1.11K +25 +0.3%
FA
340
Fortis Advisors
Pennsylvania
$383K +$1.11K +25 +0.3%
LIA
341
LBMC Investment Advisors
Tennessee
$373K +$623 +14 +0.2%
SFM
342
Signet Financial Management
New Jersey
$368K -$2K -45 -0.5%
EF
343
Exeter Financial
Arizona
$364K +$1.05K +24 +0.3%
WS
344
Wedbush Securities
California
$357K +$31.5K +709 +10%
CSIA
345
Conrad Siegel Investment Advisors
Pennsylvania
$355K +$1.11K +25 +0.3%
RWM
346
Revisor Wealth Management
Ohio
$350K +$350K +7,866 New
BSWA
347
Bromfield Sneider Wealth Advisors
Massachusetts
$350K +$14.3K +321 +4%
Baird Financial Group
348
Baird Financial Group
Wisconsin
$346K +$27.4K +615 +9%
OFP
349
OLIO Financial Planning
Virginia
$343K +$343K +7,701 New
GAM
350
GEM Asset Management
Michigan
$341K +$6.14K +138 +2%
12 13
14
15 16