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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

474 hedge funds and large institutions have $5.4B invested in Dimensional US Targeted Value ETF in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 175 increasing their positions, 126 reducing their positions, and 10 closing their positions.

Holders
474
Holders Change
+69
Holders Change %
+17.04%
% of All Funds
7.65%
Holding in Top 10
87
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+20.83%
% of All Funds
1.4%
New
92
Increased
175
Reduced
126
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$578M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$555M
3
MWM
3
Modera Wealth Management
New Jersey
$56.5M
4
MWM
4
Merriman Wealth Management
Washington
$182M
5
Bank of America
5
Bank of America
North Carolina
$17.1M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$24.9M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$121M
3
TWP
3
TFO Wealth Partners
Ohio
$6.93M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$2.13M
5
IFA
5
Index Fund Advisors
California
$360M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
51
LPL Financial
California
$20.4M +$5.48M +124,693 +37%
HighTower Advisors
52
HighTower Advisors
Illinois
$20M -$2M -45,513 -9%
LFA
53
Lauterbach Financial Advisors
Texas
$18.9M +$327K +7,441 +2%
MWA
54
Monograph Wealth Advisors
California
$18.5M +$1.08M +24,569 +6%
PCI
55
Planning Center Inc
Illinois
$17.5M +$9.78M +222,540 +126%
Bank of America
56
Bank of America
North Carolina
$17.1M +$12.4M +282,042 +262%
PWM
57
PBMares Wealth Management
Virginia
$16.4M -$205K -4,667 -1%
QFA
58
Quantum Financial Advisors
California
$16.2M -$34.1K -776 -0.2%
LW
59
Libra Wealth
California
$15.1M +$914K +20,788 +6%
Mariner
60
Mariner
Kansas
$15.1M +$1.66M +37,774 +12%
Osaic Holdings
61
Osaic Holdings
Arizona
$15M +$4.94M +112,374 +49%
AP
62
Adero Partners
California
$14.9M -$497K -11,302 -3%
THL
63
Tillman Hartley LLC
Colorado
$14.7M +$14.7M +334,278 New
DEM
64
Disciplined Equity Management
Florida
$14.5M -$346K -7,880 -2%
DWM
65
Dopkins Wealth Management
New York
$14.4M +$599K +13,634 +4%
LFG
66
Larson Financial Group
Missouri
$14.1M +$2.05M +46,532 +17%
RRC
67
Relaxing Retirement Coach
Massachusetts
$13.6M +$879K +20,007 +7%
CPA
68
Cardiff Park Advisors
California
$13.1M -$82.7K -1,882 -0.6%
SIS
69
Strategic Investment Solutions
Illinois
$13M +$13M +261,189 New
RLWM
70
RF&L Wealth Management
Massachusetts
$12.9M +$12.9M +292,672 New
MAM
71
McLean Asset Management
Virginia
$12.8M -$125K -2,851 -1%
RJA
72
Raymond James & Associates
Florida
$12.8M +$1.02M +23,131 +9%
WG
73
Watchman Group
Texas
$12.7M +$504K +11,468 +4%
TFP
74
Triune Financial Partners
Kansas
$12.2M -$8.61K -196 -0.1%
SFG
75
Steward Financial Group
Texas
$12.1M +$130K +2,961 +1%
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