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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 %
MSWM
501
Mowery & Schoenfeld Wealth Management
Illinois
$228K +$228K +4,350 New
CSIC
502
Clifford Swan Investment Counsel
California
$225K +$225K +4,302 New
NFA
503
Northern Financial Advisors
Michigan
$225K +$225K +4,293 New
IFWM
504
Institute for Wealth Management
Colorado
$223K +$223K +4,263 New
TP
505
Tranquility Partners
Tennessee
$223K +$223K +4,258 New
SCM
506
Steele Capital Management
Iowa
$219K +$219K +4,193 New
LWM
507
LongView Wealth Management
Georgia
$218K +$218K +4,300 New
Neuberger Berman Group
508
Neuberger Berman Group
New York
$217K +$217K +4,155 New
FFM
509
Flagstone Financial Management
Nebraska
$215K +$215K +4,113 New
JCM
510
Jacobi Capital Management
Pennsylvania
$215K +$215K +4,106 New
MAG
511
Mokosak Advisory Group
Iowa
$215K +$215K +4,099 New
CIA
512
Cladis Investment Advisory
Montana
$213K +$213K +4,079 New
CWM
513
Core Wealth Management
Florida
$211K +$211K +4,025 New
DOA
514
D'Orazio & Associates
Virginia
$208K +$208K +3,983 New
PFA
515
Pettinga Financial Advisors
Indiana
$207K +$207K +3,956 New
UWM
516
USAdvisors Wealth Management
Minnesota
$207K +$207K +3,963 New
FA
517
Fiduciary Alliance
South Carolina
$206K +$206K +3,935 New
QCM
518
QRG Capital Management
Illinois
$204K -$57.6K -1,101 -22%
AIM
519
Acropolis Investment Management
Missouri
$203K – – –
FA
520
FF Advisors
California
$202K +$202K +3,868 New
PP
521
Pacifica Partners
Canada
$202K -$5.56K -116 -3%
ATC
522
Argent Trust Co
Tennessee
$201K -$33.6K -643 -14%
CFGS
523
Concourse Financial Group Securities
Alabama
$198K +$21.2K +406 +12%
Franklin Resources
524
Franklin Resources
California
$193K +$733 +14 +0.4%
BFPW
525
BOK Financial Private Wealth
Colorado
$190K – – –
19 20
21
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