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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 %
BCA
351
Bay Colony Advisors
Massachusetts
$429K -$191K -4,182 -31%
PFBT
352
Parkside Financial Bank & Trust
Missouri
$420K +$13.8K +301 +3%
CAMG
353
CWA Asset Management Group
Florida
$417K -$2.06K -45 -0.5%
SAM
354
Secure Asset Management
Michigan
$416K – – –
BBNB
355
Baker Boyer National Bank
Washington
$415K – – –
AC
356
AlphaCore Capital
California
$414K +$302K +6,611 +270%
LNWWM
357
Laird Norton Wetherby Wealth Management
California
$413K – – –
SOAG
358
Silver Oak Advisory Group
Oregon
$410K – – –
WP
359
Westmount Partners
California
$406K – – –
FA
360
Fortis Advisors
Pennsylvania
$396K +$1.55K +34 +0.4%
GA
361
Greenspring Advisors
Maryland
$391K – – –
SSW
362
Stone Summit Wealth
Florida
$390K +$32K +700 +9%
CIAS
363
Capital Investment Advisory Services
North Carolina
$388K +$58.2K +1,273 +18%
TIM
364
Tortoise Investment Management
New York
$387K +$57.1K +1,250 +17%
EF
365
Exeter Financial
Arizona
$384K +$1.51K +33 +0.4%
SFM
366
Signet Financial Management
New Jersey
$378K – – –
BWM
367
Baystate Wealth Management
Massachusetts
$377K +$377K +8,247 New
LIA
368
LBMC Investment Advisors
Tennessee
$373K +$797 +18 +0.2%
CSIA
369
Conrad Siegel Investment Advisors
Pennsylvania
$368K +$1.37K +30 +0.4%
HCM
370
Hutchinson Capital Management
California
$366K +$5.12K +112 +1%
RWM
371
Revisor Wealth Management
Ohio
$359K – – –
TFS
372
Thoroughbred Financial Services
Tennessee
$356K +$123K +2,705 +53%
MMA
373
Miracle Mile Advisors
California
$349K – – –
GWA
374
Geometric Wealth Advisors
District of Columbia
$349K – – –
CFG
375
Citizens Financial Group
Rhode Island
$343K +$126K +2,757 +58%
13 14
15
16 17