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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

509 hedge funds and large institutions have $6.32B invested in Dimensional US Targeted Value ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 208 increasing their positions, 164 reducing their positions, and 16 closing their positions.

Holders
509
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.12%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
1.29%
New
27
Increased
208
Reduced
164
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$310M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$106M
3
FFM
3
Forum Financial Management
Illinois
$409M
4
Bank of America
4
Bank of America
North Carolina
$34.5M
5
SC
5
Savant Capital
Illinois
$233M

Top Sellers

1
LWM
1
LJI Wealth Management
Indiana
$2.74M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$123M
3
Creative Planning
3
Creative Planning
Kansas
$599M
4
AC
4
Asio Capital
Kentucky
$0
5
JTWM
5
Jackson Thornton Wealth Management
Alabama
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
26
Forvis Mazars Wealth Advisors
Missouri
$43.4M -$790K -17,294 -2%
MWM
27
Modera Wealth Management
New Jersey
$41.7M -$595K -13,018 -1%
MWM
28
Merriman Wealth Management
Washington
$41.5M -$505K -11,058 -1%
BAM
29
Bayshore Asset Management
Florida
$41M -$665K -14,559 -2%
EWM
30
Empirical Wealth Management
Washington
$38.1M +$292K +6,399 +0.8%
MRWM
31
ML&R Wealth Management
Texas
$38M +$361K +7,904 +1%
CPA
32
Capital Performance Advisors
California
$37.8M -$358K -7,834 -0.9%
CCM
33
Carlson Capital Management
Minnesota
$35.7M +$83.5K +1,828 +0.2%
Bank of America
34
Bank of America
North Carolina
$34.5M +$22.5M +493,266 +188%
SWA
35
Sax Wealth Advisors
New Jersey
$31.4M +$330K +7,230 +1%
SFA
36
Sequoia Financial Advisors
Ohio
$30.9M +$291K +6,376 +1%
LPL Financial
37
LPL Financial
California
$30.6M +$3.22M +70,547 +12%
HIGP
38
Hill Investment Group Partners
Missouri
$30.1M -$984K -21,546 -3%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$30.1M +$19M +416,921 +173%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$29.3M +$493K +10,783 +2%
MWM
41
Meritas Wealth Management
California
$29.3M -$352K -7,707 -1%
KAM
42
KEB Asset Management
Illinois
$29M -$75.8K -1,658 -0.3%
SM
43
Sensible Money
Arizona
$28.3M +$1.82M +39,904 +7%
MWA
44
Monograph Wealth Advisors
California
$27.7M +$929K +20,338 +3%
JIC
45
Joel Isaacson & Co
New York
$26.5M +$1.21M +26,402 +5%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$26.1M +$857K +18,746 +3%
HighTower Advisors
47
HighTower Advisors
Illinois
$25.7M +$2.15M +47,167 +9%
CL
48
Choreo LLC
Illinois
$25.6M -$803K -17,574 -3%
BHWM
49
Beaird Harris Wealth Management
Texas
$25.6M -$929K -20,323 -3%
TWA
50
TCI Wealth Advisors
Arizona
$25.2M -$471K -10,303 -2%
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