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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

505 hedge funds and large institutions have $5.85B invested in Dimensional US Targeted Value ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 196 increasing their positions, 155 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+19
Holders Change %
+3.91%
% of All Funds
7.96%
Holding in Top 10
79
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.66%
% of All Funds
1.25%
New
40
Increased
196
Reduced
155
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
$387M
2
EWA
EP Wealth Advisors
California
$54.4M
3
Creative Planning
Creative Planning
Kansas
$614M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$25.6M
5
RIM
RW Investment Management
Idaho
$57.6M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
$42.7M
2
CWA
Consilio Wealth Advisors
Washington
$0
3
Bank of America
Bank of America
North Carolina
$12.2M
4
SIS
Strategic Investment Solutions
Illinois
$3.9M
5
AWM
Activest Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FOA
351
Five Oceans Advisors
California
$412K -$151K -3,259 -27%
CFGS
352
Concourse Financial Group Securities
Alabama
$411K -$12K -258 -3%
PWM
353
Perigon Wealth Management
California
$406K +$190K +4,104 +88%
KCPG
354
Kavar Capital Partners Group
Kansas
$406K +$1.76K +38 +0.4%
FA
355
Fortis Advisors
Pennsylvania
$401K +$1.72K +37 +0.4%
SPC
356
Sigma Planning Corp
Michigan
$398K -$305K -6,579 -43%
SFS
357
Summit Financial Strategies
Ohio
$397K -$96.7K -2,084 -20%
GA
358
Greenspring Advisors
Maryland
$397K -$50.1K -1,081 -11%
BOSSRA
359
B.O.S.S. Retirement Advisors
Utah
$397K +$120K +2,584 +43%
EF
360
Exeter Financial
Arizona
$395K +$1.7K +36 +0.4%
BTI
361
Blue Trust Inc
Georgia
$391K +$391K +8,782 New
LIA
362
LBMC Investment Advisors
Tennessee
$390K +$974 +21 +0.3%
SFM
363
Signet Financial Management
New Jersey
$384K – – –
WS
364
Wedbush Securities
California
$373K – – –
BFA
365
Bragg Financial Advisors
North Carolina
$373K +$373K +8,036 New
CSIA
366
Conrad Siegel Investment Advisors
Pennsylvania
$372K +$1.62K +35 +0.4%
Renaissance Technologies
367
Renaissance Technologies
New York
$371K +$371K +8,000 New
HCM
368
Hutchinson Capital Management
California
$366K +$366K +7,897 New
RWM
369
Revisor Wealth Management
Ohio
$365K – – –
SSW
370
Stone Summit Wealth
Florida
$364K +$88.7K +1,913 +32%
MWC
371
MBM Wealth Consultants
Missouri
$362K – – –
GWA
372
Geometric Wealth Advisors
District of Columbia
$362K – – –
MMA
373
Miracle Mile Advisors
California
$355K – – –
HIA
374
HTG Investment Advisors
Connecticut
$350K – – –
SSC
375
Syverson Strege & Co
Iowa
$342K +$33.5K +723 +11%
13 14
15
16 17