DFAT icon

Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

505 hedge funds and large institutions have $5.85B invested in Dimensional US Targeted Value ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 196 increasing their positions, 155 reducing their positions, and 15 closing their positions.

Holders
505
Holders Change
+19
Holders Change %
+3.91%
% of All Funds
7.97%
Holding in Top 10
79
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.66%
% of All Funds
1.25%
New
40
Increased
196
Reduced
155
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
1
Forum Financial Management
Illinois
$387M
2
EWA
2
EP Wealth Advisors
California
$54.4M
3
Creative Planning
3
Creative Planning
Kansas
$614M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$25.6M
5
RIM
5
RW Investment Management
Idaho
$57.6M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$42.7M
2
CWA
2
Consilio Wealth Advisors
Washington
$0
3
Bank of America
3
Bank of America
North Carolina
$12.2M
4
SIS
4
Strategic Investment Solutions
Illinois
$3.9M
5
AWM
5
Activest Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Modera Wealth Management
New Jersey
$42.9M +$43K +926 +0.1%
MWM
27
Merriman Wealth Management
Washington
$42.7M -$146M -3,140,462 -77%
CPA
28
Capital Performance Advisors
California
$38.8M +$650K +14,006 +2%
EWM
29
Empirical Wealth Management
Washington
$38.4M +$979K +21,105 +3%
MRWM
30
ML&R Wealth Management
Texas
$38.2M +$426K +9,184 +1%
CCM
31
Carlson Capital Management
Minnesota
$36.1M -$1.31M -28,276 -4%
SWA
32
Sax Wealth Advisors
New Jersey
$31.6M -$197K -4,256 -0.6%
HIGP
33
Hill Investment Group Partners
Missouri
$31.5M -$411K -8,863 -1%
SFA
34
Sequoia Financial Advisors
Ohio
$31.1M -$473K -10,191 -1%
MWM
35
Meritas Wealth Management
California
$30.1M +$585K +12,618 +2%
KAM
36
KEB Asset Management
Illinois
$29.5M +$263K +5,672 +0.9%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$29.3M -$176K -3,801 -0.6%
TFM
38
TFC Financial Management
Massachusetts
$29.2M +$678K +14,625 +2%
LPL Financial
39
LPL Financial
California
$27.8M +$3.14M +67,588 +13%
MWA
40
Monograph Wealth Advisors
California
$27.2M +$1.1M +23,781 +4%
BHWM
41
Beaird Harris Wealth Management
Texas
$27M -$546K -11,773 -2%
SM
42
Sensible Money
Arizona
$26.9M +$1.99M +42,823 +8%
CL
43
Choreo LLC
Illinois
$26.9M -$752K -16,221 -3%
TWA
44
TCI Wealth Advisors
Arizona
$26.1M -$470K -10,141 -2%
KAM
45
Kraft Asset Management
Tennessee
$25.7M -$1.96M -42,286 -7%
JIC
46
Joel Isaacson & Co
New York
$25.7M +$1.07M +23,130 +4%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$25.6M +$25.2M +543,940 +6,993%
FG
48
Foster Group
Iowa
$25.3M -$392K -8,449 -2%
Cerity Partners
49
Cerity Partners
New York
$24M -$381K -8,209 -2%
HighTower Advisors
50
HighTower Advisors
Illinois
$23.9M -$868K -18,705 -4%
1
2
3 4 5