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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 %
SIM
326
Studio Investment Management
Illinois
$807K -$55.7K -1,065 -6%
SAM
327
Smartleaf Asset Management
Massachusetts
$802K +$802K +15,132 New
CCFM
328
Clear Creek Financial Management
Washington
$800K +$453K +8,648 +130%
USCWA
329
U.S. Capital Wealth Advisors
Texas
$795K – – –
MPAM
330
Murphy Pohlad Asset Management
Minnesota
$779K – – –
CAM
331
CPA Asset Management
Florida
$776K +$471 +9 +0.1%
WFA
332
WMG Financial Advisors
Tennessee
$772K +$628 +12 +0.1%
CIA
333
Capital Investment Advisors
Georgia
$766K – – –
CSIA
334
Conrad Siegel Investment Advisors
Pennsylvania
$763K +$342K +6,532 +81%
AWM
335
Avondale Wealth Management
Texas
$761K +$657K +12,550 +628%
BTWM
336
Baker Tilly Wealth Management
Wisconsin
$758K -$267K -5,110 -26%
KeyBank National Association
337
KeyBank National Association
Ohio
$758K – – –
CB
338
Commerce Bank
Missouri
$755K +$22.1K +422 +3%
WA
339
Waverly Advisors
Alabama
$751K +$52 +1 +0%
OW
340
Olistico Wealth
Oklahoma
$746K -$439K -8,391 -37%
MSFS
341
Main Street Financial Solutions
Pennsylvania
$739K +$739K +14,128 New
PMFA
342
Plante Moran Financial Advisors
Michigan
$732K -$21.8K -417 -3%
AWS
343
Atria Wealth Solutions
New York
$726K -$254K -4,856 -26%
MFC
344
Morris Financial Concepts
South Carolina
$694K +$177K +3,373 +34%
CG
345
Caprock Group
Idaho
$683K -$5.44K -104 -0.8%
HWM
346
HB Wealth Management
Georgia
$683K +$45.9K +878 +7%
ARC
347
Advisor Resource Council
Texas
$679K +$679K +12,981 New
BSWA
348
Bromfield Sneider Wealth Advisors
Massachusetts
$678K +$2.09K +40 +0.3%
BWS
349
BCR Wealth Strategies
Alabama
$675K – – –
MSWM
350
McGlone Suttner Wealth Management
Wisconsin
$662K -$27.7K -529 -4%
12 13
14
15 16