Dimensional US Targeted Value ETF
DFAT
DFAT
596 hedge funds and large institutions have $7.39B invested in Dimensional US Targeted Value ETF in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 205 increasing their positions, 175 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
17% more capital invested
Capital invested by funds: $6.32B → $7.39B (+$1.07B)
0.46% more ownership
Funds ownership: 76.92% → 77.37% (+0.46%)
Holders
596
Holding in Top 10
98
Calls
–
Puts
–
Top Buyers
| 1 | +$28M | |
| 2 | +$22.1M | |
| 3 | +$17M | |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$11.7M |
| 5 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$11.5M |
Top Sellers
| 1 | -$329M | |
| 2 | -$17M | |
| 3 | -$14.8M | |
| 4 |
MWM
Meritas Wealth Management
Larkspur,
California
|
-$8.61M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$6.8M |