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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 %
BSWA
351
Bromfield Sneider Wealth Advisors
Massachusetts
$331K +$106K +2,415 +47%
WAM
352
Weinberger Asset Management
California
$330K +$330K +7,519 New
WS
353
Wedbush Securities
California
$322K -$31.2K -709 -9%
PCA
354
Personal Capital Advisors
California
$322K +$11.5K +261 +4%
AC
355
AWM Capital
Arizona
$321K +$321K +7,302 New
HG
356
Harbor Group
New Hampshire
$318K -$6.59K -150 -2%
Baird Financial Group
357
Baird Financial Group
Wisconsin
$315K +$51K +1,160 +19%
DFC
358
DBK Financial Counsel
Ohio
$314K -$61.5K -1,400 -16%
GP
359
Greenline Partners
New York
$312K +$1.23K +28 +0.4%
Koshinski Asset Management
360
Koshinski Asset Management
Illinois
$304K – – –
Fifth Third Bancorp
361
Fifth Third Bancorp
Ohio
$303K – – –
CPO
362
Cerity Partners OCIO
New York
$302K +$302K +6,881 New
IF
363
Intrua Financial
Texas
$302K -$2.28K -50 -0.8%
VFP
364
Verus Financial Partners
Virginia
$301K +$97 +2 +0%
RP
365
Rowlandmiller & Partners
Georgia
$295K – – –
ZIM
366
Zacks Investment Management
Illinois
$294K – – –
CFO
367
Collective Family Office
Pennsylvania
$293K – – –
1WA
368
180 Wealth Advisors
Washington
$290K +$290K +6,115 New
CWM
369
Castle Wealth Management
Florida
$285K +$18.9K +429 +7%
PP
370
PrairieView Partners
Minnesota
$284K -$20.1K -458 -7%
PP
371
Pacifica Partners
Canada
$284K -$41.2K -908 -13%
TFS
372
Thoroughbred Financial Services
Tennessee
$282K +$4.03K +92 +1%
Wells Fargo
373
Wells Fargo
California
$277K +$32.2K +732 +13%
SSC
374
Syverson Strege & Co
Iowa
$271K +$30.1K +685 +12%
TWA
375
Trellis Wealth Advisors
California
$270K +$270K +6,140 New
13 14
15
16 17