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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 %
SAG
451
SageView Advisory Group
California
$327K +$327K +6,296 New
VCM
452
Vision Capital Management
Oregon
$325K +$325K +6,203 New
VFP
453
Verus Financial Partners
Virginia
$322K +$103 +2 +0%
PTC
454
Private Trust Company
Ohio
$319K +$110K +2,097 +52%
RPCA
455
Running Point Capital Advisors
California
$316K +$890 +17 +0.3%
GAM
456
GEM Asset Management
Michigan
$316K -$5.65K -108 -2%
MCM
457
Mitchell Capital Management
Kansas
$316K – – –
CFG
458
Citizens Financial Group
Rhode Island
$308K -$84.5K -1,614 -21%
WDL
459
Well Done LLC
Michigan
$308K +$308K +5,888 New
LNC
460
Lincoln National Corp
Pennsylvania
$307K +$1.15K +22 +0.4%
HG
461
Harbor Group
New Hampshire
$304K +$1.15K +22 +0.4%
WANY
462
Wealthspire Advisors (New York)
New York
$303K -$62.4K -1,193 -17%
FFS
463
Founders Financial Securities
Maryland
$301K – – –
CFO
464
Collective Family Office
Pennsylvania
$296K – – –
IIA
465
IPG Investment Advisors
California
$296K – – –
CA
466
Clearstead Advisors
Ohio
$293K +$31.8K +607 +12%
GT
467
Greenleaf Trust
Michigan
$290K – – –
WWM
468
Whalen Wealth Management
Nevada
$290K +$290K +5,542 New
YWM
469
Yoder Wealth Management
California
$290K – – –
Renaissance Technologies
470
Renaissance Technologies
New York
$288K -$518K -9,900 -64%
TIM
471
Tortoise Investment Management
New York
$286K -$157K -3,000 -35%
ANB
472
Amarillo National Bank
Texas
$285K – – –
HSG
473
Helen Stephens Group
Texas
$285K – – –
MWA
474
Midland Wealth Advisors
Illinois
$284K +$284K +5,418 New
GA
475
Goldstein Advisors
Wisconsin
$278K – – –
17 18
19
20 21