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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.

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 %
FMWA
26
Forvis Mazars Wealth Advisors
Missouri
$39.9M +$2.25M +51,266 +6%
BAM
27
Bayshore Asset Management
Florida
$38M +$731K +16,625 +2%
CPA
28
Capital Performance Advisors
California
$36M +$479K +10,906 +1%
MRWM
29
ML&R Wealth Management
Texas
$33.9M +$448K +10,202 +1%
EWM
30
Empirical Wealth Management
Washington
$33.1M -$842K -19,157 -2%
PFO
31
Pathstone Family Office
New Jersey
$32.3M +$1.8M +40,852 +6%
AF
32
Allworth Financial
California
$31.9M +$5.72M +130,118 +22%
CCM
33
Carlson Capital Management
Minnesota
$31.4M -$3.07M -69,942 -9%
SWA
34
Sax Wealth Advisors
New Jersey
$31.3M -$372K -8,474 -1%
HIGP
35
Hill Investment Group Partners
Missouri
$31.2M -$953K -21,695 -3%
KAM
36
Kraft Asset Management
Tennessee
$28.4M +$162K +3,675 +0.6%
MWM
37
Meritas Wealth Management
California
$27.9M +$27.9M +633,882 New
BHWM
38
Beaird Harris Wealth Management
Texas
$27.1M +$356K +8,096 +1%
CL
39
Choreo LLC
Illinois
$27.1M -$933K -21,224 -3%
KAM
40
KEB Asset Management
Illinois
$26.8M -$31.5K -717 -0.1%
TFM
41
TFC Financial Management
Massachusetts
$26.4M -$499K -11,346 -2%
TWA
42
TCI Wealth Advisors
Arizona
$25.7M -$1.04M -23,645 -4%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$25.5M +$2.81M +63,908 +12%
Cerity Partners
44
Cerity Partners
New York
$24.9M -$211M -502,965 -89%
FG
45
Foster Group
Iowa
$24.8M -$1.42M -32,333 -5%
SFA
46
Sequoia Financial Advisors
Ohio
$22.8M +$4.69M +106,600 +26%
SM
47
Sensible Money
Arizona
$22M +$22M +499,814 New
JIC
48
Joel Isaacson & Co
New York
$21.6M +$1.86M +42,404 +9%
PFA
49
Pure Financial Advisors
California
$21.2M +$7.37M +167,775 +53%
RIM
50
RW Investment Management
Idaho
$20.6M +$20.6M +468,493 New
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