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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

595 hedge funds and large institutions have $7.37B invested in Dimensional US Targeted Value ETF in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 205 increasing their positions, 175 reducing their positions, and 17 closing their positions.

Holders
595
Holders Change
+86
Holders Change %
+16.9%
% of All Funds
8.72%
Holding in Top 10
97
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.75%
% of All Funds
1.42%
New
109
Increased
205
Reduced
175
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$714M
2
PFA
2
Pure Financial Advisors
California
$92.9M
3
SC
3
Savant Capital
Illinois
$284M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$153M
5
FFM
5
Forum Financial Management
Illinois
$480M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$12.5M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$141M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.75M
4
MWM
4
Meritas Wealth Management
California
$24.9M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
GOCP
26
Great Oak Capital Partners
Massachusetts
$48.9M +$48.9M +933,811 New
FMWA
27
Forvis Mazars Wealth Advisors
Missouri
$47.5M -$2.2M -42,022 -4%
BAM
28
Bayshore Asset Management
Florida
$46.8M -$178K -3,409 -0.4%
MWM
29
Modera Wealth Management
New Jersey
$46.5M -$1.23M -23,573 -3%
Bank of America
30
Bank of America
North Carolina
$46M +$6.4M +122,330 +16%
MWM
31
Merriman Wealth Management
Washington
$45.2M -$2.39M -45,700 -5%
MRWM
32
ML&R Wealth Management
Texas
$45.1M +$1.63M +31,233 +4%
EWM
33
Empirical Wealth Management
Washington
$44.4M +$763K +14,586 +2%
CPA
34
Capital Performance Advisors
California
$43.3M -$34.9K -666 -0.1%
CCM
35
Carlson Capital Management
Minnesota
$41.1M +$226K +4,316 +0.6%
SWA
36
Sax Wealth Advisors
New Jersey
$37M +$986K +18,851 +3%
SFA
37
Sequoia Financial Advisors
Ohio
$36.8M +$1.37M +26,137 +4%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$36.4M +$2.81M +53,682 +8%
LPL Financial
39
LPL Financial
California
$34.5M -$546K -10,435 -2%
HIGP
40
Hill Investment Group Partners
Missouri
$34.2M -$245K -4,685 -0.7%
SM
41
Sensible Money
Arizona
$33.6M +$1.13M +21,499 +3%
KAM
42
KEB Asset Management
Illinois
$33M -$202K -3,852 -0.6%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$33M -$1.41M -27,009 -4%
MWA
44
Monograph Wealth Advisors
California
$32.4M +$697K +13,319 +2%
JIC
45
Joel Isaacson & Co
New York
$31.4M +$1.04M +19,832 +3%
HighTower Advisors
46
HighTower Advisors
Illinois
$29.4M -$87.3K -1,669 -0.3%
EFA
47
Efficient Frontier Advisors
Connecticut
$29.2M +$29.2M +557,867 New
BHWM
48
Beaird Harris Wealth Management
Texas
$28.9M -$494K -9,436 -2%
TFM
49
TFC Financial Management
Massachusetts
$28.4M -$272K -5,198 -0.9%
TWA
50
TCI Wealth Advisors
Arizona
$28.2M -$684K -13,078 -2%
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