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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.

New
Increased
Maintained
Reduced
Closed
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 %
CMP
476
Coston McIsaac & Partners
Maine
$65K +$2.3K +50 +4%
FCG
477
Financial Connections Group
California
$62K – – –
CTC
478
Central Trust Company
Missouri
$60.4K – – –
SS
479
Sunbelt Securities
Texas
$48.1K – – –
CT
480
Colonial Trust
South Carolina
$46.4K – – –
ME
481
McIlrath & Eck
Washington
$45.8K +$45.8K +988 New
TWM
482
Tradition Wealth Management
Minnesota
$44K +$187 +4 +0.4%
CFS
483
CGC Financial Services
Oregon
$43.7K +$43.7K +942 New
SN
484
Sittner & Nelson
Oregon
$43.6K – – –
VNA
485
Valley National Advisers
Pennsylvania
$39K – – –
MWM
486
Mascoma Wealth Management
New Hampshire
$33.2K – – –
SC
487
Steph & Co
Wisconsin
$33K -$5.29K -114 -14%
PNC Financial Services Group
488
PNC Financial Services Group
Pennsylvania
$29.6K – – –
OLVIG
489
Oliver Lagore Vanvalin Investment Group
Michigan
$24.9K +$1.48K +32 +6%
PAI
490
Pittenger & Anderson Inc
Nebraska
$19.4K – – –
AAG
491
Armstrong Advisory Group
Massachusetts
$19.1K – – –
TCA
492
Trifecta Capital Advisors
Illinois
$18.4K – – –
PIAS
493
PCA Investment Advisory Services
Ohio
$13.3K +$13.3K +287 New
GI
494
Gradient Investments
Minnesota
$12.6K – – –
CT
495
Cambridge Trust
Massachusetts
$10.8K +$10.8K +233 New
JFA
496
JNBA Financial Advisors
Minnesota
$10.3K – – –
PA
497
Parallel Advisors
California
$10.2K – – –
IWP
498
IAG Wealth Partners
Wisconsin
$8.77K – – –
EWM
499
Evermay Wealth Management
Virginia
$7.89K – – –
CSC
500
Caldwell Sutter Capital
California
$5.2K – – –
17 18 19
20
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