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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 %
GWS
551
Glassman Wealth Services
Virginia
$107K – – –
MFA
552
McClarren Financial Advisors
Pennsylvania
$97K +$419 +8 +0.4%
MAWCM
553
Mine & Arao Wealth Creation & Management
California
$86.6K – – –
RDFA
554
Ritter Daniher Financial Advisory
Ohio
$79.4K – – –
TCA
555
Trifecta Capital Advisors
Illinois
$79.1K +$58.4K +1,116 +282%
SL
556
Salomon & Ludwin
Virginia
$78.6K – – –
CMP
557
Coston McIsaac & Partners
Maine
$74K +$312 +6 +0.4%
IFS
558
Intelligent Financial Strategies
Minnesota
$72K -$23.2K -443 -24%
PCA
559
Providence Capital Advisors
North Carolina
$69.5K -$16.4K -314 -19%
CTC
560
Central Trust Company
Missouri
$68.1K – – –
FCG
561
Financial Connections Group
California
$63K -$6.83K -131 -10%
SS
562
Sunbelt Securities
Texas
$54.2K – – –
CT
563
Colonial Trust
South Carolina
$52.3K – – –
TWM
564
Tradition Wealth Management
Minnesota
$50K +$211 +4 +0.4%
CFS
565
CGC Financial Services
Oregon
$49.3K – – –
SN
566
Sittner & Nelson
Oregon
$49.1K – – –
VNA
567
Valley National Advisers
Pennsylvania
$43K – – –
OLVIG
568
Oliver Lagore Vanvalin Investment Group
Michigan
$39.7K +$9.94K +190 +33%
AWM
569
Angeles Wealth Management
California
$38.6K – – –
TC
570
Truvestments Capital
Florida
$37.6K -$15.1K -288 -29%
SC
571
Steph & Co
Wisconsin
$37.2K – – –
MWM
572
Mascoma Wealth Management
New Hampshire
$35.3K – – –
SRCM
573
Signature Resources Capital Management
California
$26.6K +$26.6K +508 New
ME
574
McIlrath & Eck
Washington
$25K +$3.51K +67 +16%
RCM
575
Richardson Capital Management
Wisconsin
$22K +$22K +420 New
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