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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

405 hedge funds and large institutions have $4.39B invested in Dimensional US Targeted Value ETF in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 179 increasing their positions, 109 reducing their positions, and 19 closing their positions.

Holders
405
Holders Change
+7
Holders Change %
+1.76%
% of All Funds
7%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.25%
New
30
Increased
179
Reduced
109
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$196M
2
Creative Planning
2
Creative Planning
Kansas
$366M
3
FFM
3
Forum Financial Management
Illinois
$221M
4
PFO
4
Pathstone Family Office
New Jersey
$27M
5
IFA
5
Index Fund Advisors
California
$327M

Top Sellers

1
CWA
1
Choice Wealth Advisors
Maine
$0
2
WFA
2
Wipfli Financial Advisors
Wisconsin
$53.1M
3
MWM
3
Modera Wealth Management
New Jersey
$38.1M
4
EK
4
Evensky & Katz
Florida
$3.13M
5
MWM
5
Merriman Wealth Management
Washington
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
26
Bayshore Asset Management
Florida
$33M +$248K +6,367 +0.8%
CPA
27
Capital Performance Advisors
California
$31.5M +$45.7K +1,172 +0.1%
BDF
28
Balasa Dinverno & Foltz
$31.1M -$2.61M -66,888 -8%
CCM
29
Carlson Capital Management
Minnesota
$30.6M +$3.24M +83,028 +12%
EWM
30
Empirical Wealth Management
Washington
$30.1M +$2.29M +58,866 +8%
MRWM
31
ML&R Wealth Management
Texas
$29.7M +$608K +15,602 +2%
HIGP
32
Hill Investment Group Partners
Missouri
$28.5M +$237K +6,087 +0.8%
SWA
33
Sax Wealth Advisors
New Jersey
$28.1M +$465K +11,922 +2%
PFO
34
Pathstone Family Office
New Jersey
$27M +$13.3M +342,392 +98%
AC
35
Apella Capital
Connecticut
$25.7M +$5.72M +146,669 +29%
KAM
36
Kraft Asset Management
Tennessee
$25M -$808K -20,734 -3%
CL
37
Choreo LLC
Illinois
$24.8M -$603K -15,477 -2%
TFM
38
TFC Financial Management
Massachusetts
$23.9M +$369K +9,472 +2%
KAM
39
KEB Asset Management
Illinois
$23.8M +$1.19M +30,649 +5%
TWA
40
TCI Wealth Advisors
Arizona
$23.8M -$400K -10,277 -2%
BHWM
41
Beaird Harris Wealth Management
Texas
$23.8M +$2.12M +54,275 +10%
FG
42
Foster Group
Iowa
$23.3M -$645K -16,559 -3%
AF
43
Allworth Financial
California
$23.2M +$2.7M +69,173 +13%
Cerity Partners
44
Cerity Partners
New York
$21.9M +$3.95M +101,390 +22%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$20.1M +$2.06M +52,940 +11%
HighTower Advisors
46
HighTower Advisors
Illinois
$19.6M -$342K -8,786 -2%
RFA
47
Radnor Financial Advisors
Pennsylvania
$18.2M +$666K +17,086 +4%
TWP
48
TFO Wealth Partners
Ohio
$17.6M -$153K -3,933 -0.9%
JIC
49
Joel Isaacson & Co
New York
$17.5M -$280K -7,187 -2%
LFA
50
Lauterbach Financial Advisors
Texas
$16.5M -$252K -6,472 -2%
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