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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

486 hedge funds and large institutions have $6.75B invested in Dimensional US Targeted Value ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 211 increasing their positions, 140 reducing their positions, and 15 closing their positions.

Holders
486
Holders Change
+12
Holders Change %
+2.53%
% of All Funds
7.78%
Holding in Top 10
82
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.75%
% of All Funds
1.31%
New
41
Increased
211
Reduced
140
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$1.42B
2
SC
2
Savant Capital
Illinois
$209M
3
FFM
3
Forum Financial Management
Illinois
$272M
4
RIM
4
RW Investment Management
Idaho
$34.6M
5
TWP
5
TFO Wealth Partners
Ohio
$19.6M

Top Sellers

1
QA
1
Quantitative Advantage
Minnesota
$0
2
EWA
2
EP Wealth Advisors
California
$11.7M
3
Creative Planning
3
Creative Planning
Kansas
$549M
4
PFO
4
Pathstone Family Office
New Jersey
$16.2M
5
MWM
5
Modera Wealth Management
New Jersey
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRWM
26
ML&R Wealth Management
Texas
$36.2M +$1.88M +42,207 +5%
CCM
27
Carlson Capital Management
Minnesota
$35.9M +$4.08M +91,630 +13%
EWM
28
Empirical Wealth Management
Washington
$35.9M +$2.37M +53,285 +7%
RIM
29
RW Investment Management
Idaho
$34.6M +$13.7M +308,087 +66%
PFA
30
Pure Financial Advisors
California
$31.9M +$10.4M +234,060 +48%
HIGP
31
Hill Investment Group Partners
Missouri
$30.6M -$907K -20,392 -3%
SWA
32
Sax Wealth Advisors
New Jersey
$30.5M -$1.2M -27,060 -4%
SFA
33
Sequoia Financial Advisors
Ohio
$30.3M +$7.27M +163,443 +32%
MWM
34
Meritas Wealth Management
California
$28.3M +$96.5K +2,168 +0.3%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$28.3M +$2.42M +54,426 +9%
KAM
36
KEB Asset Management
Illinois
$28.1M +$971K +21,820 +4%
TFM
37
TFC Financial Management
Massachusetts
$27.3M +$577K +12,968 +2%
KAM
38
Kraft Asset Management
Tennessee
$26.6M -$2.16M -48,600 -8%
CL
39
Choreo LLC
Illinois
$26.5M -$940K -21,130 -3%
BHWM
40
Beaird Harris Wealth Management
Texas
$26.4M -$1.09M -24,569 -4%
TWA
41
TCI Wealth Advisors
Arizona
$25.5M -$607K -13,639 -2%
MWA
42
Monograph Wealth Advisors
California
$25M +$6.23M +139,930 +33%
FG
43
Foster Group
Iowa
$24.7M -$473K -10,635 -2%
SM
44
Sensible Money
Arizona
$23.9M +$1.68M +37,758 +8%
HighTower Advisors
45
HighTower Advisors
Illinois
$23.8M +$3.46M +77,808 +17%
LPL Financial
46
LPL Financial
California
$23.7M +$2.99M +67,262 +14%
JIC
47
Joel Isaacson & Co
New York
$23.6M +$1.78M +40,046 +8%
AF
48
Allworth Financial
California
$21.5M -$10.7M -241,421 -33%
Bank of America
49
Bank of America
North Carolina
$21.4M +$4.05M +91,007 +23%
TWP
50
TFO Wealth Partners
Ohio
$19.6M +$13.6M +305,827 +226%
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