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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 %
Qube Research & Technologies (QRT)
526
Qube Research & Technologies (QRT)
United Kingdom
$167K – – –
CMBA
527
C.M. Bidwell & Associates
Hawaii
$166K – – –
RTL
528
Red Tortoise LLC
Georgia
$166K – – –
HH
529
HWG Holdings
Texas
$156K – – –
National Bank of Canada
530
National Bank of Canada
Quebec, Canada
$151K +$151K +2,910 New
BOC
531
Bull Oak Capital
California
$150K – – –
SAM
532
S.A. Mason
Michigan
$148K – – –
Bessemer Group
533
Bessemer Group
New Jersey
$143K -$453K -8,682 -76%
William Blair & Company
534
William Blair & Company
Illinois
$142K +$4.03K +77 +3%
AC
535
AlphaCore Capital
California
$129K -$346K -6,606 -73%
PNC Financial Services Group
536
PNC Financial Services Group
Pennsylvania
$126K -$52.3K -1,000 -29%
ASN
537
Advisory Services Network
Georgia
$125K +$125K +2,394 New
PCMC
538
Private Capital Management (Colorado)
Colorado
$124K – – –
M
539
MOTCO
Texas
$123K – – –
CAS
540
Coppell Advisory Solutions
Texas
$119K +$27.2K +520 +30%
UB
541
UMB Bank
Missouri
$118K – – –
IRC
542
Investors Research Corp
Georgia
$117K – – –
EC
543
EdgeRock Capital
Colorado
$117K +$117K +2,305 New
ACA
544
American Capital Advisory
Idaho
$115K +$115K +2,195 New
PO
545
Private Ocean
California
$114K -$5.39K -103 -4%
GRP
546
Global Retirement Partners
California
$114K -$996 -20 -0.9%
CIR
547
Clear Investment Research
Georgia
$112K -$995 -19 -0.9%
HI
548
Harbour Investments
Wisconsin
$111K -$5.86K -112 -5%
CFFP
549
Center for Financial Planning
Michigan
$110K – – –
CWP
550
Concord Wealth Partners
Virginia
$108K -$27.2K -520 -20%
20 21
22
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