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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 %
VW
426
Vance Wealth
California
$223K +$223K +4,811 New
IF
427
Ironwood Financial
Arizona
$223K – – –
NSG
428
Nalls Sherbakoff Group
Tennessee
$222K – – –
CFG
429
Citizens Financial Group
Rhode Island
$220K +$220K +4,750 New
GFP
430
Gryphon Financial Partners
Ohio
$217K – – –
AWM
431
Angeles Wealth Management
California
$213K – – –
PCA
432
Prosperity Capital Advisors
Ohio
$212K – – –
CA
433
CGN Advisors
Kansas
$211K +$211K +4,559 New
KFI
434
Key Financial Inc
Pennsylvania
$210K – – –
IA
435
IFP Advisors
Florida
$208K -$87.7K -1,890 -30%
RI
436
Ridgewood Investments
New Jersey
$208K +$603 +13 +0.3%
CWA
437
Clarus Wealth Advisors
Arizona
$204K -$21.6K -467 -10%
CWS
438
Cypress Wealth Services
California
$204K +$204K +4,275 New
FFA
439
Farther Finance Advisors
California
$200K -$4.64K -100 -2%
Fidelity Investments
440
Fidelity Investments
Massachusetts
$198K +$3.29K +71 +2%
PP
441
Pacifica Partners
Canada
$194K – – –
PTC
442
Private Trust Company
Ohio
$186K – – –
FA
443
Fiduciary Alliance
South Carolina
$183K +$183K +3,935 New
AIM
444
Acropolis Investment Management
Missouri
$180K – – –
Franklin Resources
445
Franklin Resources
California
$170K +$742 +16 +0.4%
BFPW
446
BOK Financial Private Wealth
Colorado
$169K – – –
WFA
447
WestHill Financial Advisors
California
$163K – – –
CSPIA
448
Cary Street Partners Investment Advisory
Virginia
$156K – – –
RTL
449
Red Tortoise LLC
Georgia
$151K -$1.86K -40 -1%
CMBA
450
C.M. Bidwell & Associates
Hawaii
$147K -$1.62K -35 -1%
16 17
18
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