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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 %
GFP
401
Gryphon Financial Partners
Ohio
$206K -$8.35K -190 -4%
IWM
402
IHT Wealth Management
Illinois
$203K +$203K +4,610 New
PCA
403
Prosperity Capital Advisors
Ohio
$201K +$201K +4,576 New
Lido Advisors
404
Lido Advisors
California
$200K +$200K +4,560 New
Fidelity Investments
405
Fidelity Investments
Massachusetts
$193K -$2.46K -56 -1%
AWM
406
Angeles Wealth Management
California
$184K – – –
KFI
407
Key Financial Inc
Pennsylvania
$176K – – –
PTC
408
Private Trust Company
Ohio
$176K +$176K +4,001 New
FA
409
Fiduciary Alliance
South Carolina
$173K +$173K +3,935 New
AIM
410
Acropolis Investment Management
Missouri
$170K – – –
WFA
411
WestHill Financial Advisors
California
$165K +$11K +250 +7%
BFPW
412
BOK Financial Private Wealth
Colorado
$160K – – –
Franklin Resources
413
Franklin Resources
California
$160K +$659 +15 +0.4%
RTL
414
Red Tortoise LLC
Georgia
$145K +$145K +3,289 New
FFA
415
Farther Finance Advisors
California
$131K +$131K +2,975 New
GFWA
416
Grey Fox Wealth Advisors
Delaware
$124K +$124K +2,812 New
CWP
417
Concord Wealth Partners
Virginia
$120K -$132K -2,994 -52%
CFFP
418
Center for Financial Planning
Michigan
$111K – – –
CMBA
419
C.M. Bidwell & Associates
Hawaii
$110K – – –
IFS
420
Intelligent Financial Strategies
Minnesota
$110K – – –
PCA
421
Providence Capital Advisors
North Carolina
$106K – – –
M
422
MOTCO
Texas
$103K +$103K +2,352 New
UB
423
UMB Bank
Missouri
$99K – – –
IRC
424
Investors Research Corp
Georgia
$98.4K – – –
HI
425
Harbour Investments
Wisconsin
$98.3K – – –
15 16
17
18 19