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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

509 hedge funds and large institutions have $6.32B invested in Dimensional US Targeted Value ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 208 increasing their positions, 164 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.12%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
1.29%
New
27
Increased
208
Reduced
164
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
$310M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$106M
3
FFM
Forum Financial Management
Illinois
$409M
4
Bank of America
Bank of America
North Carolina
$34.5M
5
SC
Savant Capital
Illinois
$233M

Top Sellers

1
LWM
LJI Wealth Management
Indiana
$2.74M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$123M
3
Creative Planning
Creative Planning
Kansas
$599M
4
AC
Asio Capital
Kentucky
$0
5
JTWM
Jackson Thornton Wealth Management
Alabama
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
401
Lifeworks Advisors
Michigan
$287K – – –
TA
402
TFB Advisors
Kansas
$282K +$13.2K +288 +5%
GAM
403
GEM Asset Management
Michigan
$281K +$2.7K +59 +1%
VFP
404
Verus Financial Partners
Virginia
$276K +$89 +2 +0%
MCM
405
Mitchell Capital Management
Kansas
$276K – – –
RPCA
406
Running Point Capital Advisors
California
$275K +$777 +17 +0.3%
Fidelity Investments
407
Fidelity Investments
Massachusetts
$272K +$76.7K +1,678 +39%
LNC
408
Lincoln National Corp
Pennsylvania
$267K +$1.01K +22 +0.4%
HG
409
Harbor Group
New Hampshire
$265K -$63.5K -1,390 -19%
FFS
410
Founders Financial Securities
Maryland
$263K – – –
CFO
411
Collective Family Office
Pennsylvania
$259K -$45.7K -1,000 -15%
IIA
412
IPG Investment Advisors
California
$258K +$258K +5,648 New
ACA
413
Atlas Capital Advisors
Wyoming
$255K – – –
GT
414
Greenleaf Trust
Michigan
$253K – – –
YWM
415
Yoder Wealth Management
California
$253K – – –
ANB
416
Amarillo National Bank
Texas
$249K – – –
HSG
417
Helen Stephens Group
Texas
$249K – – –
TSS
418
Two Sigma Securities
New York
$245K +$245K +5,358 New
GA
419
Goldstein Advisors
Wisconsin
$243K – – –
PC
420
Peavine Capital
Nevada
$237K – – –
EIG
421
Ellenbecker Investment Group
Wisconsin
$236K +$319 +7 +0.1%
FWI
422
Facet Wealth Inc
Maryland
$234K – – –
PFP
423
Paragon Financial Partners
California
$232K – – –
QCM
424
QRG Capital Management
Illinois
$228K +$228K +4,999 New
CA
425
Clearstead Advisors
Ohio
$228K +$114K +2,499 +100%
15 16
17
18 19