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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 %
FFS
376
Founders Financial Securities
Maryland
$268K -$4.57K -104 -2%
FWM
377
Forza Wealth Management
Florida
$267K +$267K +6,075 New
RPCA
378
Running Point Capital Advisors
California
$266K -$2.42K -55 -0.9%
MCM
379
Mitchell Capital Management
Kansas
$265K – – –
TIM
380
Tortoise Investment Management
New York
$264K +$236K +5,360 +840%
FWI
381
Facet Wealth Inc
Maryland
$262K – – –
SSW
382
Stone Summit Wealth
Florida
$261K – – –
VCM
383
Vivaldi Capital Management
Illinois
$260K +$678 +15 +0.3%
LNC
384
Lincoln National Corp
Pennsylvania
$254K +$1.01K +23 +0.4%
CWA
385
Clarus Wealth Advisors
Arizona
$252K -$461K -10,089 -65%
NP
386
NorthRock Partners
Minnesota
$250K – – –
SIC
387
SJS Investment Consulting
Ohio
$250K – – –
PCIA
388
Prime Capital Investment Advisors
Kansas
$246K +$246K +5,595 New
GT
389
Greenleaf Trust
Michigan
$244K – – –
ANB
390
Amarillo National Bank
Texas
$240K – – –
GA
391
Goldstein Advisors
Wisconsin
$233K +$233K +5,310 New
BOSSRA
392
B.O.S.S. Retirement Advisors
Utah
$232K +$232K +5,272 New
EIG
393
Ellenbecker Investment Group
Wisconsin
$231K +$351 +8 +0.2%
PC
394
Peavine Capital
Nevada
$228K – – –
PFP
395
Paragon Financial Partners
California
$223K +$223K +5,082 New
OC
396
Oakworth Capital
Alabama
$220K – – –
RMDI
397
R.M. Davis Inc
Maine
$219K +$219K +4,990 New
CIAS
398
Capital Investment Advisory Services
North Carolina
$218K +$104K +2,369 +91%
FA
399
Financial Alternatives
California
$217K +$217K +4,946 New
IF
400
Ironwood Financial
Arizona
$211K +$211K +4,801 New
14 15
16
17 18