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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 %
PNC Financial Services Group
451
PNC Financial Services Group
Pennsylvania
$34.3K +$29.9K +681 +681%
GRP
452
Global Retirement Partners
California
$29.8K – – –
MWM
453
Mascoma Wealth Management
New Hampshire
$29.7K – – –
GT
454
Glenmede Trust
Pennsylvania
$28.4K +$2.68K +61 +10%
SPIA
455
Steward Partners Investment Advisory
New York
$28.1K – – –
PAI
456
Pittenger & Anderson Inc
Nebraska
$26.6K +$26.6K +605 New
TFS
457
TrustCore Financial Services
Tennessee
$25.2K +$88 +2 +0.3%
AC
458
AlphaCore Capital
California
$24.6K +$88 +2 +0.4%
AAG
459
Armstrong Advisory Group
Massachusetts
$18.1K +$18.1K +412 New
TCA
460
Trifecta Capital Advisors
Illinois
$17.4K +$17.4K +396 New
CIR
461
Clear Investment Research
Georgia
$13K +$13K +300 New
YAL
462
Your Advocates Ltd
Texas
$12.4K +$12.4K +283 New
William Blair & Company
463
William Blair & Company
Illinois
$12K +$10.9K +249 +996%
NA
464
NewEdge Advisors
Louisiana
$11.8K +$11.8K +3,571 New
JFA
465
JNBA Financial Advisors
Minnesota
$9.71K – – –
PA
466
Parallel Advisors
California
$9.63K – – –
IWP
467
IAG Wealth Partners
Wisconsin
$8.31K – – –
EWM
468
Evermay Wealth Management
Virginia
$7.47K – – –
CP
469
Castleview Partners
Texas
$5.85K – – –
CSC
470
Caldwell Sutter Capital
California
$4.92K +$4.92K +112 New
WWP
471
WR Wealth Planners
Missouri
$4.88K – – –
VDBMI
472
Van Den Berg Management I
Texas
$4.53K +$4.53K +103 New
Citigroup
473
Citigroup
New York
$923 +$923 +21 New
DJSG
474
D.J. St. Germain
Massachusetts
$312 – – –
CMP
475
Coston McIsaac & Partners
Maine
$59 – +6 +0.4%
16 17 18
19
20