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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.

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 %
WWP
501
WR Wealth Planners
Missouri
$5.19K +$46 +1 +0.9%
VDBMI
502
Van Den Berg Management I
Texas
$4.78K – – –
IFAM
503
Institutional & Family Asset Management
Colorado
$186 +$186 +4 New
FGAM
504
Financial Gravity Asset Management
Texas
$10 +$10 +226 New
CWA
505
Consilio Wealth Advisors
Washington
– -$10.1M -227,288 Closed
AWM
506
Activest Wealth Management
Florida
– -$5.55M -125,724 Closed
Goldman Sachs
507
Goldman Sachs
New York
– -$1.86M -41,817 Closed
MOS
508
MGO One Seven
Ohio
– -$538K -12,089 Closed
Koshinski Asset Management
509
Koshinski Asset Management
Illinois
– -$312K -7,002 Closed
TLFA
510
True Link Financial Advisors
California
– -$274K -6,154 Closed
TWA
511
Trellis Wealth Advisors
California
– -$273K -6,140 Closed
BF
512
Brooklyn FI
New York
– -$226K -4,746 Closed
GFWA
513
Grey Fox Wealth Advisors
Delaware
– -$126K -2,820 Closed
ASN
514
Advisory Services Network
Georgia
– -$115K -2,586 Closed
Qube Research & Technologies (QRT)
515
Qube Research & Technologies (QRT)
United Kingdom
– -$93.1K -2,092 Closed
BAM
516
Belpointe Asset Management
Nevada
– -$73K -1,640 Closed
BA
517
Bellwether Advisors
Nebraska
– -$53.7K -1,206 Closed
OFG
518
Oxford Financial Group
Indiana
– -$44.9K -1,009 Closed
CP
519
Castleview Partners
Texas
– -$5.94K -133 Closed
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