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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 %
WT
351
Whittier Trust
California
$661K +$366 +7 +0.1%
CFO
352
CVA Family Office
Colorado
$658K – – –
DWT
353
Dorsey & Whitney Trust
South Dakota
$649K – – –
CAM
354
Clark Asset Management
New Hampshire
$644K +$2.46K +47 +0.4%
BOSSRA
355
B.O.S.S. Retirement Advisors
Utah
$644K +$67.8K +1,296 +12%
GCIM
356
Gunn & Company Investment Management
Florida
$642K -$34K -650 -5%
CPSAC
357
Chas P. Smith & Associates (CPS)
Florida
$642K -$34K -650 -5%
RRCM
358
Rappaport Reiches Capital Management
Illinois
$637K -$366 -7 -0.1%
MOS
359
MGO One Seven
Ohio
$633K +$633K +12,089 New
SOS
360
Silver Oak Securities
Tennessee
$633K +$278K +5,314 +78%
PIWA
361
Prevail Innovative Wealth Advisors
Kansas
$632K +$3.93K +75 +0.6%
RIP
362
RAM Investment Partners
Washington
$625K – – –
SSW
363
Stone Summit Wealth
Florida
$621K +$174K +3,317 +39%
T
364
TCWP
Ohio
$617K – – –
FWCM
365
Ferguson Wellman Capital Management
Oregon
$617K – – –
DAS
366
Dynamic Advisor Solutions
Arizona
$616K -$10.4K -204 -2%
NCM
367
NCM Capital Management
New Jersey
$614K -$16K -305 -3%
Janney Montgomery Scott
368
Janney Montgomery Scott
Pennsylvania
$611K -$66.9K -1,280 -10%
FWM
369
Forza Wealth Management
Florida
$606K +$224K +4,280 +59%
VW
370
Vance Wealth
California
$603K +$239K +4,561 +66%
FOA
371
Five Oceans Advisors
California
$583K – – –
IAN
372
Integrated Advisors Network
Texas
$582K -$47.8K -913 -8%
AWE
373
Avidian Wealth Enterprises
Texas
$581K – – –
G
374
GenTrust
Florida
$580K – – –
WF
375
WoodTrust Financial
Wisconsin
$575K – – –
13 14
15
16 17