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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.

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

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$12.5M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$141M
3
Osaic Holdings
Osaic Holdings
Arizona
$4.75M
4
MWM
Meritas Wealth Management
California
$24.9M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
476
Keener Financial Planning
Texas
$276K +$276K +5,279 New
MSF
477
Mustard Seed Financial
Arkansas
$272K +$272K +5,204 New
FWI
478
Facet Wealth Inc
Maryland
$272K – – –
PC
479
Peavine Capital
Nevada
$271K – – –
EIG
480
Ellenbecker Investment Group
Wisconsin
$271K +$366 +7 +0.1%
FFA
481
Frazier Financial Advisors
Ohio
$268K +$268K +5,126 New
TCM
482
Towneley Capital Management
California
$267K +$267K +5,097 New
PFP
483
Paragon Financial Partners
California
$266K – – –
PA
484
Procyon Advisors
Connecticut
$265K +$265K +5,064 New
ACA
485
Atlas Capital Advisors
Wyoming
$262K -$30.1K -575 -10%
RMDI
486
R.M. Davis Inc
Maine
$261K – – –
FA
487
Financial Alternatives
California
$259K – – –
NSG
488
Nalls Sherbakoff Group
Tennessee
$252K -$419 -8 -0.2%
CWS
489
Cypress Wealth Services
California
$252K +$8.11K +155 +3%
IF
490
Ironwood Financial
Arizona
$251K – – –
SIC
491
SJS Investment Consulting
Ohio
$249K – – –
NP
492
NorthRock Partners
Minnesota
$249K +$249K +4,753 New
GFP
493
Gryphon Financial Partners
Ohio
$245K – – –
SWM
494
SilverOak Wealth Management
Minnesota
$243K +$243K +4,638 New
CCA
495
Clarity Capital Advisors
Florida
$243K +$243K +4,634 New
BCM
496
Brookstone Capital Management
Illinois
$240K +$240K +4,594 New
KFI
497
Key Financial Inc
Pennsylvania
$237K – – –
RI
498
Ridgewood Investments
New Jersey
$236K +$576 +11 +0.2%
D.E. Shaw & Co
499
D.E. Shaw & Co
New York
$229K +$229K +4,378 New
IA
500
IFP Advisors
Florida
$228K -$6.81K -130 -3%
18 19
20
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