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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 %
Empower Advisory Group
376
Empower Advisory Group
Colorado
$339K – – –
AC
377
AWM Capital
Arizona
$339K – – –
PCIA
378
Prime Capital Investment Advisors
Kansas
$338K +$127K +2,728 +60%
TIM
379
Tortoise Investment Management
New York
$335K – – –
CIAS
380
Capital Investment Advisory Services
North Carolina
$334K +$16.4K +354 +5%
HG
381
Harbor Group
New Hampshire
$333K -$3.48K -75 -1%
DFC
382
DBK Financial Counsel
Ohio
$332K – – –
DJSG
383
D.J. St. Germain
Massachusetts
$329K +$329K +7,099 New
SCA
384
STALEY CAPITAL ADVISERS
Pennsylvania
$328K +$1.44K +31 +0.4%
CCFM
385
Clear Creek Financial Management
Washington
$327K +$61K +1,316 +23%
GP
386
Greenline Partners
New York
$326K -$3.76K -81 -1%
Lido Advisors
387
Lido Advisors
California
$323K -$46 -1 -0%
1WA
388
180 Wealth Advisors
Washington
$321K +$14.9K +319 +5%
Fifth Third Bancorp
389
Fifth Third Bancorp
Ohio
$320K – – –
FWM
390
Forza Wealth Management
Florida
$313K +$26.4K +570 +9%
RP
391
Rowlandmiller & Partners
Georgia
$313K – – –
ZIM
392
Zacks Investment Management
Illinois
$311K – – –
AA
393
Advisory Alpha
Michigan
$310K +$20.4K +440 +7%
CFO
394
Collective Family Office
Pennsylvania
$309K – – –
VFP
395
Verus Financial Partners
Virginia
$304K +$97 +2 +0%
CWM
396
Castle Wealth Management
Florida
$301K – – –
PP
397
PrairieView Partners
Minnesota
$300K – – –
AFAS
398
Acorn Financial Advisory Services
Virginia
$296K +$30.2K +650 +11%
AWM
399
Accel Wealth Management
Iowa
$295K +$295K +6,359 New
IF
400
Intrua Financial
Texas
$295K – – –
14 15
16
17 18