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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 %
HH
451
HWG Holdings
Texas
$138K +$138K +2,976 New
SAM
452
S.A. Mason
Michigan
$126K – – –
CIR
453
Clear Investment Research
Georgia
$124K -$8.4K -181 -6%
William Blair & Company
454
William Blair & Company
Illinois
$123K -$2.13K -46 -2%
LWP
455
Lumature Wealth Partners
Georgia
$121K +$121K +2,615 New
CWP
456
Concord Wealth Partners
Virginia
$120K +$18.6K +400 +18%
CFFP
457
Center for Financial Planning
Michigan
$117K – – –
CA
458
Clearstead Advisors
Ohio
$116K +$89.3K +1,925 +335%
PCMC
459
Private Capital Management (Colorado)
Colorado
$114K -$6.96K -150 -6%
AC
460
AlphaCore Capital
California
$114K +$93 +2 +0.1%
M
461
MOTCO
Texas
$109K – – –
CAS
462
Coppell Advisory Solutions
Texas
$106K +$106K +2,284 New
UB
463
UMB Bank
Missouri
$104K – – –
IRC
464
Investors Research Corp
Georgia
$104K – – –
HI
465
Harbour Investments
Wisconsin
$104K – – –
PO
466
Private Ocean
California
$102K – – –
GRP
467
Global Retirement Partners
California
$96.2K -$789 -17 -0.8%
GWS
468
Glassman Wealth Services
Virginia
$95.3K – – –
IFS
469
Intelligent Financial Strategies
Minnesota
$94.4K -$22K -475 -19%
AWM
470
Avondale Wealth Management
Texas
$92.8K – – –
MFA
471
McClarren Financial Advisors
Pennsylvania
$85K +$2.36K +51 +3%
MAWCM
472
Mine & Arao Wealth Creation & Management
California
$76.8K – – –
PCA
473
Providence Capital Advisors
North Carolina
$76.2K -$36.1K -779 -32%
RDFA
474
Ritter Daniher Financial Advisory
Ohio
$70.4K -$3.48K -75 -5%
Jones Financial Companies
475
Jones Financial Companies
Missouri
$66.5K +$66.5K +1,434 New
17 18
19
20 21