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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
$714M
2
PFA
Pure Financial Advisors
California
$92.9M
3
SC
Savant Capital
Illinois
$284M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$153M
5
FFM
Forum Financial Management
Illinois
$480M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$12.5M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$141M
3
Osaic Holdings
Osaic Holdings
Arizona
$4.75M
4
MWM
Meritas Wealth Management
California
$24.9M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWC
426
MBM Wealth Consultants
Missouri
$395K – – –
MFIM
427
Mesirow Financial Investment Management
Illinois
$394K +$394K +7,527 New
HA
428
Hanover Advisors
South Carolina
$393K +$393K +7,513 New
Wells Fargo
429
Wells Fargo
California
$392K +$387K +7,400 +7,551%
BWA
430
Bordeaux Wealth Advisors
California
$391K +$391K +7,464 New
HIA
431
HTG Investment Advisors
Connecticut
$383K -$2.98K -57 -0.8%
CJFS
432
Coulter & Justus Financial Services
Tennessee
$382K +$382K +7,303 New
AC
433
AWM Capital
Arizona
$382K – – –
FIA
434
Foundations Investment Advisors
Arizona
$378K +$129K +2,532 +52%
LWM
435
Lodestone Wealth Management
Washington
$374K +$374K +7,151 New
DFC
436
DBK Financial Counsel
Ohio
$374K – – –
SCA
437
STALEY CAPITAL ADVISERS
Pennsylvania
$373K +$1.41K +27 +0.4%
DJSG
438
D.J. St. Germain
Massachusetts
$371K – – –
GP
439
Greenline Partners
New York
$370K +$1.41K +27 +0.4%
FS
440
Financial Symmetry
North Carolina
$365K +$365K +6,976 New
RP
441
Rowlandmiller & Partners
Georgia
$353K – – –
AWM
442
Axxcess Wealth Management
California
$353K +$353K +6,743 New
KCM
443
KM Capital Management
Texas
$353K -$38.7K -739 -10%
Comerica Bank
444
Comerica Bank
Texas
$347K +$310K +5,932 +838%
WS
445
Wedbush Securities
California
$344K – – –
Lido Advisors
446
Lido Advisors
California
$342K -$22.5K -430 -6%
PP
447
PrairieView Partners
Minnesota
$339K – – –
AFAS
448
Acorn Financial Advisory Services
Virginia
$334K – – –
IF
449
Intrua Financial
Texas
$333K – – –
CWM
450
Castle Wealth Management
Florida
$329K -$10.5K -200 -3%
16 17
18
19 20