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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 %
PO
426
Private Ocean
California
$96.2K – – –
FCG
427
Financial Connections Group
California
$94K +$79.4K +1,808 +543%
GWS
428
Glassman Wealth Services
Virginia
$90.3K – – –
BAM
429
Belpointe Asset Management
Nevada
$77.9K +$77.9K +1,772 New
CAS
430
Coppell Advisory Solutions
Texas
$77.4K +$77.4K +1,762 New
CASC
431
Coppell Advisory Solutions Corp
Texas
$77.4K +$77.4K +1,762 New
CPG
432
Cornerstone Planning Group
New Jersey
$77K +$77K +1,686 New
MAWCM
433
Mine & Arao Wealth Creation & Management
California
$72.8K – – –
RDFA
434
Ritter Daniher Financial Advisory
Ohio
$70K – – –
Qube Research & Technologies (QRT)
435
Qube Research & Technologies (QRT)
United Kingdom
$61.2K -$190K -4,330 -76%
GI
436
Gradient Investments
Minnesota
$60.7K +$48.8K +1,110 +408%
CTC
437
Central Trust Company
Missouri
$57.2K – – –
BA
438
Bellwether Advisors
Nebraska
$53K – – –
MFC
439
Morris Financial Concepts
South Carolina
$51.8K +$51.8K +1,179 New
First Manhattan
440
First Manhattan
New York
$51.4K +$26.6K +606 +107%
HNB
441
Huntington National Bank
Ohio
$47.5K – – –
MFA
442
McClarren Financial Advisors
Pennsylvania
$45K +$174 +4 +0.4%
ASN
443
Advisory Services Network
Georgia
$44.9K +$44.9K +1,022 New
OFG
444
Oxford Financial Group
Indiana
$44.3K – – –
EA
445
Evolution Advisers
Virginia
$44K +$43.6K +1,012 +10,120%
CT
446
Colonial Trust
South Carolina
$44K +$44K +1,000 New
SN
447
Sittner & Nelson
Oregon
$41.3K – – –
TWM
448
Tradition Wealth Management
Minnesota
$41K +$176 +4 +0.4%
VNA
449
Valley National Advisers
Pennsylvania
$38K – – –
SC
450
Steph & Co
Wisconsin
$36K – – –
16 17
18
19 20