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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.

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
1
Strategic Investment Solutions
Illinois
$310M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$106M
3
FFM
3
Forum Financial Management
Illinois
$409M
4
Bank of America
4
Bank of America
North Carolina
$34.5M
5
SC
5
Savant Capital
Illinois
$233M

Top Sellers

1
LWM
1
LJI Wealth Management
Indiana
$2.74M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$123M
3
Creative Planning
3
Creative Planning
Kansas
$599M
4
AC
4
Asio Capital
Kentucky
$0
5
JTWM
5
Jackson Thornton Wealth Management
Alabama
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
501
JNBA Financial Advisors
Minnesota
$9.14K -$959 -21 -10%
IWP
502
IAG Wealth Partners
Wisconsin
$8.64K – – –
EWM
503
Evermay Wealth Management
Virginia
$7.77K – – –
WWP
504
WR Wealth Planners
Missouri
$5.13K – – –
CSC
505
Caldwell Sutter Capital
California
$5.12K – – –
VDBMI
506
Van Den Berg Management I
Texas
$4.71K – – –
Wells Fargo
507
Wells Fargo
California
$4.49K -$269K -5,871 -98%
SIC
508
Salem Investment Counselors
North Carolina
$2.29K +$2.29K +50 New
AC
509
Asio Capital
Kentucky
– -$4.94M -106,584 Closed
V
510
Veritable
Delaware
– -$2.36M -50,925 Closed
TWP
511
Tempus Wealth Planning
California
– -$1.86M -39,994 Closed
IAIM
512
International Assets Investment Management
Florida
– -$675K -23,913 Closed
NL
513
NWAM LLC
Washington
– -$990K -21,335 Closed
FCM
514
Fortis Capital Management
Washington
– -$681K -14,685 Closed
CCMG
515
Clark Capital Management Group
Pennsylvania
– -$490K -10,562 Closed
PWM
516
Perigon Wealth Management
California
– -$406K -8,750 Closed
SPC
517
Sigma Planning Corp
Michigan
– -$398K -8,585 Closed
ZIM
518
Zacks Investment Management
Illinois
– -$311K -6,700 Closed
AA
519
Advisory Alpha
Michigan
– -$310K -6,671 Closed
AWM
520
Accel Wealth Management
Iowa
– -$295K -6,359 Closed
SWP
521
Strategic Wealth Partners
Ohio
– -$226K -4,875 Closed
FA
522
Fiduciary Alliance
South Carolina
– -$183K -3,935 Closed
PIAS
523
PCA Investment Advisory Services
Ohio
– -$13.3K -287 Closed
IFAM
524
Institutional & Family Asset Management
Colorado
– -$186 -4 Closed
17 18 19 20
21