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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 %
AAG
576
Armstrong Advisory Group
Massachusetts
$21.6K – – –
GI
577
Gradient Investments
Minnesota
$17.7K +$3.51K +67 +25%
WP
578
WealthShield Partners
North Carolina
$15.9K +$15.9K +304 New
BMC
579
Bear Mountain Capital
Washington
$14.3K +$14.3K +288 New
PA
580
Parallel Advisors
California
$11.5K -$36.8K -703 -76%
AP
581
Aspect Partners
Virginia
$11.2K +$11.2K +214 New
JFA
582
JNBA Financial Advisors
Minnesota
$10.5K – – –
WIA
583
Wetzel Investment Advisors
Indiana
$10K +$10K +200 New
PA
584
Pineridge Advisors
Missouri
$10K +$10K +191 New
IWP
585
IAG Wealth Partners
Wisconsin
$9.89K – – –
EWM
586
Evermay Wealth Management
Virginia
$8.9K – – –
CP
587
Castleview Partners
Texas
$8.77K -$49K -938 -85%
SFA
588
Semmax Financial Advisors
North Carolina
$6.04K +$6.04K +120 New
CSC
589
Caldwell Sutter Capital
California
$5.86K – – –
IHWM
590
Iron Horse Wealth Management
Iowa
$4.4K +$4.4K +84 New
MSG
591
Main Street Group
Virginia
$4.36K +$4.36K +83 New
AWM
592
Able Wealth Management
New Jersey
$4.13K +$4.13K +79 New
SIC
593
Salem Investment Counselors
North Carolina
$2.62K – – –
AIC
594
Archer Investment Corporation
Indiana
$1.83K +$1.83K +35 New
NRG
595
Nemes Rush Group
Michigan
$367 +$367 +7 New
LCM
596
Logan Capital Management
Pennsylvania
$13 – – –
3LCM
597
3D/L Capital Management
Connecticut
– -$2.83M -62,044 Closed
Citadel Advisors
598
Citadel Advisors
Florida
– -$2.44M -53,361 Closed
PFGIA
599
Patriot Financial Group Insurance Agency
Massachusetts
– -$2.09M -45,658 Closed
AAS
600
Ameritas Advisory Services
Nebraska
– -$753K -16,852 Closed
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