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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

595 hedge funds and large institutions have $7.37B invested in Dimensional US Targeted Value ETF in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 205 increasing their positions, 175 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+86
Holders Change %
+16.9%
% of All Funds
8.72%
Holding in Top 10
97
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.75%
% of All Funds
1.42%
New
109
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 %
OSAM
376
O'Shaughnessy Asset Management
Connecticut
$567K -$88.8K -1,696 -14%
Financial Engines Advisors
377
Financial Engines Advisors
California
$564K +$20.9K +399 +4%
FTUS
378
Flow Traders U.S.
New York
$563K -$950K -18,154 -63%
SFS
379
Strategic Financial Services
New York
$561K – – –
CRC
380
Curi RMB Capital
Illinois
$557K – – –
CAP
381
Columbia Advisory Partners
Washington
$557K +$209 +4 +0%
FPCP
382
Fort Point Capital Partners
California
$553K – – –
HWM
383
Hemington Wealth Management
Virginia
$549K – – –
BCWM
384
Bartlett & Co Wealth Management
Ohio
$545K +$545K +10,309 New
BC
385
Bartlett & Co
Ohio
$545K +$545K +10,309 New
SPC
386
Sigma Planning Corp
Michigan
$541K +$541K +10,340 New
LCM
387
Liberty Capital Management
Michigan
$539K – – –
TI
388
tru Independence
Oregon
$533K -$1.3M -24,835 -71%
GTAM
389
Global Trust Asset Management
Florida
$533K -$30.4K -580 -5%
GWM
390
Geneos Wealth Management
Colorado
$530K -$432K -8,250 -45%
FIS
391
Fischer Investment Strategies
California
$528K +$528K +10,095 New
PFP
392
Pinnacle Financial Partners
Tennessee
$527K +$527K +10,079 New
SHGA
393
Sand Hill Global Advisors
California
$527K – – –
AWM
394
Arista Wealth Management
Nevada
$504K – – –
WPC
395
Wedmont Private Capital
Pennsylvania
$503K +$503K +9,801 New
CIAS
396
Capital Investment Advisory Services
North Carolina
$495K +$50.7K +969 +11%
Fifth Third Bancorp
397
Fifth Third Bancorp
Ohio
$489K -$13.8K -263 -3%
BTI
398
Blue Trust Inc
Georgia
$488K +$53.9K +1,180 +12%
PFBT
399
Parkside Financial Bank & Trust
Missouri
$481K +$52 +1 +0%
CAMG
400
CWA Asset Management Group
Florida
$477K – – –
14 15
16
17 18