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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

509 hedge funds and large institutions have $6.32B invested in Dimensional US Targeted Value ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 208 increasing their positions, 164 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.12%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
1.29%
New
27
Increased
208
Reduced
164
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
$310M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$106M
3
FFM
Forum Financial Management
Illinois
$409M
4
Bank of America
Bank of America
North Carolina
$34.5M
5
SC
Savant Capital
Illinois
$233M

Top Sellers

1
LWM
LJI Wealth Management
Indiana
$2.74M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$123M
3
Creative Planning
Creative Planning
Kansas
$599M
4
AC
Asio Capital
Kentucky
$0
5
JTWM
Jackson Thornton Wealth Management
Alabama
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
451
Qube Research & Technologies (QRT)
United Kingdom
$146K +$146K +3,200 New
CMBA
452
C.M. Bidwell & Associates
Hawaii
$145K – – –
RTL
453
Red Tortoise LLC
Georgia
$145K -$3.38K -74 -2%
HH
454
HWG Holdings
Texas
$136K – – –
BOC
455
Bull Oak Capital
California
$131K +$131K +2,874 New
SAM
456
S.A. Mason
Michigan
$129K – – –
William Blair & Company
457
William Blair & Company
Illinois
$121K – – –
CWP
458
Concord Wealth Partners
Virginia
$118K +$91 +2 +0.1%
PCMC
459
Private Capital Management (Colorado)
Colorado
$108K -$4.57K -100 -4%
M
460
MOTCO
Texas
$107K – – –
PO
461
Private Ocean
California
$105K +$4.71K +103 +5%
UB
462
UMB Bank
Missouri
$103K – – –
IRC
463
Investors Research Corp
Georgia
$102K – – –
HI
464
Harbour Investments
Wisconsin
$102K – – –
GRP
465
Global Retirement Partners
California
$102K +$10.5K +237 +11%
CIR
466
Clear Investment Research
Georgia
$98.6K -$23.7K -519 -19%
Jones Financial Companies
467
Jones Financial Companies
Missouri
$98K +$32.5K +711 +50%
CFFP
468
Center for Financial Planning
Michigan
$95.9K -$19.1K -419 -17%
GWS
469
Glassman Wealth Services
Virginia
$93.8K – – –
AWM
470
Avondale Wealth Management
Texas
$91.4K – – –
MFA
471
McClarren Financial Advisors
Pennsylvania
$84K +$319 +7 +0.4%
IFS
472
Intelligent Financial Strategies
Minnesota
$83.1K -$9.87K -216 -11%
SL
473
Salomon & Ludwin
Virginia
$78.6K +$78.6K +1,721 New
CAS
474
Coppell Advisory Solutions
Texas
$77.4K -$22.9K -522 -23%
MAWCM
475
Mine & Arao Wealth Creation & Management
California
$75.7K – – –
17 18
19
20 21