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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

405 hedge funds and large institutions have $4.39B invested in Dimensional US Targeted Value ETF in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 179 increasing their positions, 109 reducing their positions, and 19 closing their positions.

Holders
405
Holders Change
+7
Holders Change %
+1.76%
% of All Funds
7%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.25%
New
30
Increased
179
Reduced
109
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$196M
2
Creative Planning
2
Creative Planning
Kansas
$366M
3
FFM
3
Forum Financial Management
Illinois
$221M
4
PFO
4
Pathstone Family Office
New Jersey
$27M
5
IFA
5
Index Fund Advisors
California
$327M

Top Sellers

1
CWA
1
Choice Wealth Advisors
Maine
$0
2
WFA
2
Wipfli Financial Advisors
Wisconsin
$53.1M
3
MWM
3
Modera Wealth Management
New Jersey
$38.1M
4
EK
4
Evensky & Katz
Florida
$3.13M
5
MWM
5
Merriman Wealth Management
Washington
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
51
Sequoia Financial Advisors
Ohio
$16M +$596K +15,300 +4%
MWA
52
Monograph Wealth Advisors
California
$15.5M +$798K +20,470 +5%
AP
53
Adero Partners
California
$14.8M -$31.1K -732 -0.2%
PWM
54
PBMares Wealth Management
Virginia
$14.7M +$70.2K +1,801 +0.5%
QFA
55
Quantum Financial Advisors
California
$14.4M -$446K -11,440 -3%
LPL Financial
56
LPL Financial
California
$13.2M +$1.17M +29,943 +10%
DEM
57
Disciplined Equity Management
Florida
$13.2M +$147K +3,770 +1%
LW
58
Libra Wealth
California
$12.6M +$1.36M +34,849 +12%
PFA
59
Pure Financial Advisors
California
$12.3M +$4.54M +116,568 +59%
DWM
60
Dopkins Wealth Management
New York
$12.2M +$52K +1,334 +0.4%
MAM
61
McLean Asset Management
Virginia
$11.9M -$33.3K -821 -0.3%
Mariner
62
Mariner
Kansas
$11.9M +$1.81M +46,376 +18%
CPA
63
Cardiff Park Advisors
California
$11.7M -$338K -8,673 -3%
RRC
64
Relaxing Retirement Coach
Massachusetts
$11.2M +$632K +16,226 +6%
TFP
65
Triune Financial Partners
Kansas
$10.8M +$158K +4,045 +1%
WG
66
Watchman Group
Texas
$10.8M +$1.11M +28,598 +11%
LFG
67
Larson Financial Group
Missouri
$10.7M +$226K +5,797 +2%
SFG
68
Steward Financial Group
Texas
$10.6M +$345K +8,852 +3%
RJA
69
Raymond James & Associates
Florida
$10.4M +$894K +22,932 +9%
MFT
70
Moisand Fitzgerald Tamayo
Florida
$10.3M -$155K -3,966 -1%
BWA
71
BlueSky Wealth Advisors
North Carolina
$9.73M -$259K -6,640 -3%
LWM
72
Liberty Wealth Management
California
$9.47M +$7.05M +181,184 +292%
ALWM
73
Andrews Lucia Wealth Management
California
$9.45M -$109K -2,800 -1%
Osaic Holdings
74
Osaic Holdings
Arizona
$8.94M +$662K +16,983 +8%
GCM
75
G2 Capital Management
Ohio
$8.87M +$84.4K +2,166 +1%
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