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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.

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

Top Sellers

1
LWM
LJI Wealth Management
Indiana
$2.74M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$123M
3
Creative Planning
Creative Planning
Kansas
$599M
4
AC
Asio Capital
Kentucky
$0
5
JTWM
Jackson Thornton Wealth Management
Alabama
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
476
Providence Capital Advisors
North Carolina
$75.1K – – –
RDFA
477
Ritter Daniher Financial Advisory
Ohio
$69.3K – – –
CMP
478
Coston McIsaac & Partners
Maine
$64K +$226 +5 +0.4%
FCG
479
Financial Connections Group
California
$61K +$46 +1 +0.1%
CTC
480
Central Trust Company
Missouri
$59.4K – – –
CP
481
Castleview Partners
Texas
$50.5K +$50.5K +1,106 New
SS
482
Sunbelt Securities
Texas
$47.3K – – –
TC
483
Truvestments Capital
Florida
$46K +$46K +1,006 New
CT
484
Colonial Trust
South Carolina
$45.7K – – –
CFS
485
CGC Financial Services
Oregon
$43K – – –
TWM
486
Tradition Wealth Management
Minnesota
$43K +$182 +4 +0.4%
SN
487
Sittner & Nelson
Oregon
$42.9K – – –
PA
488
Parallel Advisors
California
$42.1K +$32.1K +703 +321%
VNA
489
Valley National Advisers
Pennsylvania
$38K – – –
AWM
490
Angeles Wealth Management
California
$33.7K -$176K -3,850 -84%
SC
491
Steph & Co
Wisconsin
$32.5K – – –
Comerica Bank
492
Comerica Bank
Texas
$32.3K +$32.3K +708 New
MWM
493
Mascoma Wealth Management
New Hampshire
$30.8K – – –
OLVIG
494
Oliver Lagore Vanvalin Investment Group
Michigan
$26K +$1.46K +32 +6%
PAI
495
Pittenger & Anderson Inc
Nebraska
$19.1K – – –
AAG
496
Armstrong Advisory Group
Massachusetts
$18.8K – – –
ME
497
McIlrath & Eck
Washington
$18.8K -$26.4K -577 -58%
TCA
498
Trifecta Capital Advisors
Illinois
$18.1K – – –
GI
499
Gradient Investments
Minnesota
$12.4K – – –
CT
500
Cambridge Trust
Massachusetts
$10.6K – – –
17 18 19
20
21