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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 %
SAM
401
Secure Asset Management
Michigan
$476K – – –
BBNB
402
Baker Boyer National Bank
Washington
$475K – – –
LNWWM
403
Laird Norton Wetherby Wealth Management
California
$473K – – –
SOAG
404
Silver Oak Advisory Group
Oregon
$473K +$3.24K +62 +0.7%
CCWM
405
Correct Capital Wealth Management
Missouri
$473K +$473K +9,033 New
PWM
406
Perigon Wealth Management
California
$472K +$472K +9,011 New
BWM
407
Baystate Wealth Management
Massachusetts
$471K +$39.6K +757 +9%
MGWA
408
Monument Group Wealth Advisors
Massachusetts
$470K +$470K +8,981 New
WP
409
Westmount Partners
California
$464K – – –
FA
410
Fortis Advisors
Pennsylvania
$455K +$1.73K +33 +0.4%
AQR Capital Management
411
AQR Capital Management
Connecticut
$449K +$449K +8,584 New
GA
412
Greenspring Advisors
Maryland
$447K – – –
LIA
413
LBMC Investment Advisors
Tennessee
$442K +$994 +19 +0.2%
TFS
414
Thoroughbred Financial Services
Tennessee
$442K +$34K +650 +8%
SFM
415
Signet Financial Management
New Jersey
$435K +$2.09K +40 +0.5%
Fidelity Investments
416
Fidelity Investments
Massachusetts
$432K +$120K +2,299 +39%
EF
417
Exeter Financial
Arizona
$428K +$1.62K +32 +0.4%
1WA
418
180 Wealth Advisors
Washington
$423K +$80.2K +1,539 +23%
HCM
419
Hutchinson Capital Management
California
$420K +$419 +8 +0.1%
SSC
420
Syverson Strege & Co
Iowa
$419K +$27.3K +521 +7%
EW
421
Evoke Wealth
California
$414K +$414K +7,911 New
PCA
422
Prosperity Capital Advisors
Ohio
$410K +$35.7K +683 +10%
Empower Advisory Group
423
Empower Advisory Group
Colorado
$408K +$25.7K +491 +7%
MMA
424
Miracle Mile Advisors
California
$400K – – –
GWA
425
Geometric Wealth Advisors
District of Columbia
$399K – – –
15 16
17
18 19