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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
7.97%
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
1
Forum Financial Management
Illinois
$387M
2
EWA
2
EP Wealth Advisors
California
$54.4M
3
Creative Planning
3
Creative Planning
Kansas
$614M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$25.6M
5
RIM
5
RW Investment Management
Idaho
$57.6M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$42.7M
2
CWA
2
Consilio Wealth Advisors
Washington
$0
3
Bank of America
3
Bank of America
North Carolina
$12.2M
4
SIS
4
Strategic Investment Solutions
Illinois
$3.9M
5
AWM
5
Activest Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
401
Lifeworks Advisors
Michigan
$292K – – –
SOS
402
Silver Oak Securities
Tennessee
$284K +$284K +6,117 New
GAM
403
GEM Asset Management
Michigan
$283K -$73.4K -1,582 -21%
MCM
404
Mitchell Capital Management
Kansas
$280K – – –
RPCA
405
Running Point Capital Advisors
California
$279K -$2.41K -52 -0.9%
Wells Fargo
406
Wells Fargo
California
$277K -$15.5K -334 -5%
TA
407
TFB Advisors
Kansas
$273K +$273K +5,888 New
LNC
408
Lincoln National Corp
Pennsylvania
$270K +$1.16K +25 +0.4%
FWI
409
Facet Wealth Inc
Maryland
$267K – – –
FFS
410
Founders Financial Securities
Maryland
$267K -$16.2K -350 -6%
ACA
411
Atlas Capital Advisors
Wyoming
$259K -$37.1K -800 -13%
GT
412
Greenleaf Trust
Michigan
$257K – – –
YWM
413
Yoder Wealth Management
California
$257K – – –
ANB
414
Amarillo National Bank
Texas
$253K – – –
HSG
415
Helen Stephens Group
Texas
$253K -$838K -18,067 -77%
SPIA
416
Steward Partners Investment Advisory
New York
$247K +$217K +4,680 +732%
GA
417
Goldstein Advisors
Wisconsin
$246K – – –
PC
418
Peavine Capital
Nevada
$241K – – –
EIG
419
Ellenbecker Investment Group
Wisconsin
$239K +$370 +8 +0.2%
TFS
420
Thoroughbred Financial Services
Tennessee
$236K – – –
PFP
421
Paragon Financial Partners
California
$236K – – –
RMDI
422
R.M. Davis Inc
Maine
$231K – – –
FA
423
Financial Alternatives
California
$229K – – –
SWP
424
Strategic Wealth Partners
Ohio
$226K +$226K +4,875 New
SIC
425
SJS Investment Consulting
Ohio
$223K – – –
15 16
17
18 19