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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

509 hedge funds and large institutions have $6.32B invested in Dimensional US Targeted Value ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 208 increasing their positions, 164 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.12%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
1.29%
New
27
Increased
208
Reduced
164
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
$310M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$106M
3
FFM
Forum Financial Management
Illinois
$409M
4
Bank of America
Bank of America
North Carolina
$34.5M
5
SC
Savant Capital
Illinois
$233M

Top Sellers

1
LWM
LJI Wealth Management
Indiana
$2.74M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$123M
3
Creative Planning
Creative Planning
Kansas
$599M
4
AC
Asio Capital
Kentucky
$0
5
JTWM
Jackson Thornton Wealth Management
Alabama
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
326
Aptus Capital Advisors
Alabama
$510K -$20.6K -451 -4%
FOA
327
Five Oceans Advisors
California
$509K +$103K +2,262 +25%
AWE
328
Avidian Wealth Enterprises
Texas
$507K +$507K +11,099 New
G
329
GenTrust
Florida
$506K – – –
BOSSRA
330
B.O.S.S. Retirement Advisors
Utah
$503K +$112K +2,455 +29%
WF
331
WoodTrust Financial
Wisconsin
$502K +$15.8K +345 +3%
BWP
332
Balboa Wealth Partners
Arizona
$500K +$64.4K +1,409 +15%
GTAM
333
Global Trust Asset Management
Florida
$492K +$18.3K +400 +4%
SFS
334
Strategic Financial Services
New York
$490K – – –
Carson Wealth (CWM LLC)
335
Carson Wealth (CWM LLC)
Nebraska
$487K – – –
CRC
336
Curi RMB Capital
Illinois
$486K – – –
CAP
337
Columbia Advisory Partners
Washington
$486K -$1.65K -36 -0.3%
FPCP
338
Fort Point Capital Partners
California
$482K – – –
HWM
339
Hemington Wealth Management
Virginia
$478K -$52.6K -1,154 -10%
WCA
340
Waypoint Capital Advisors
Minnesota
$475K – – –
Financial Engines Advisors
341
Financial Engines Advisors
California
$474K -$19.2K -421 -4%
LCM
342
Liberty Capital Management
Michigan
$471K – – –
TC
343
TownSquare Capital
Utah
$464K -$36.4K -796 -7%
SFS
344
Summit Financial Strategies
Ohio
$462K +$70.8K +1,549 +18%
SHGA
345
Sand Hill Global Advisors
California
$460K – – –
MFC
346
Morris Financial Concepts
South Carolina
$452K +$30.2K +661 +7%
BTI
347
Blue Trust Inc
Georgia
$441K +$33.3K +718 +8%
AWM
348
Arista Wealth Management
Nevada
$440K +$31.5K +690 +8%
Fifth Third Bancorp
349
Fifth Third Bancorp
Ohio
$439K +$124K +2,720 +39%
BFA
350
Bragg Financial Advisors
North Carolina
$436K +$69.2K +1,515 +19%
12 13
14
15 16