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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

505 hedge funds and large institutions have $5.85B invested in Dimensional US Targeted Value ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 196 increasing their positions, 155 reducing their positions, and 15 closing their positions.

Holders
505
Holders Change
+19
Holders Change %
+3.91%
% of All Funds
7.97%
Holding in Top 10
79
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.66%
% of All Funds
1.25%
New
40
Increased
196
Reduced
155
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
1
Forum Financial Management
Illinois
$387M
2
EWA
2
EP Wealth Advisors
California
$54.4M
3
Creative Planning
3
Creative Planning
Kansas
$614M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$25.6M
5
RIM
5
RW Investment Management
Idaho
$57.6M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$42.7M
2
CWA
2
Consilio Wealth Advisors
Washington
$0
3
Bank of America
3
Bank of America
North Carolina
$12.2M
4
SIS
4
Strategic Investment Solutions
Illinois
$3.9M
5
AWM
5
Activest Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Allworth Financial
California
$23.4M +$948K +20,446 +4%
AssetMark Inc
52
AssetMark Inc
California
$22.6M +$12M +258,523 +113%
TWP
53
TFO Wealth Partners
Ohio
$20.4M -$47.9K -1,033 -0.2%
PCI
54
Planning Center Inc
Illinois
$20.4M +$1.34M +28,798 +7%
WG
55
Watchman Group
Texas
$20.1M +$5.71M +123,003 +40%
LFA
56
Lauterbach Financial Advisors
Texas
$20M +$86.3K +1,861 +0.4%
Mariner
57
Mariner
Kansas
$19.2M +$1.99M +42,857 +12%
LFG
58
Larson Financial Group
Missouri
$17.5M +$1.3M +27,922 +8%
PWM
59
PBMares Wealth Management
Virginia
$17.4M +$35.3K +762 +0.2%
RRC
60
Relaxing Retirement Coach
Massachusetts
$17.1M +$1.87M +40,361 +12%
PFO
61
Pathstone Family Office
New Jersey
$16.9M -$6.91K -149 -0%
THL
62
Tillman Hartley LLC
Colorado
$16.6M +$426K +9,185 +3%
Osaic Holdings
63
Osaic Holdings
Arizona
$16.3M +$348K +7,490 +2%
QFA
64
Quantum Financial Advisors
California
$16.2M -$1.29M -27,800 -7%
CPA
65
Cardiff Park Advisors
California
$15.5M +$1.26M +27,164 +9%
MFWP
66
Mosaic Family Wealth Partners
Missouri
$15.2M +$836K +18,023 +6%
GWWM
67
Great Waters Wealth Management
Minnesota
$15.2M +$1.96M +42,163 +15%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$15.2M +$2.21M +47,570 +17%
DWM
69
Dopkins Wealth Management
New York
$15.1M +$5.66K +122 +0%
DEM
70
Disciplined Equity Management
Florida
$15.1M +$51.5K +1,110 +0.3%
AP
71
Adero Partners
California
$14.8M -$511K -11,010 -3%
PFM
72
Phillips Financial Management
Indiana
$14.4M +$2.61M +56,216 +22%
SFG
73
Steward Financial Group
Texas
$14.4M +$648K +13,962 +5%
LW
74
Libra Wealth
California
$14.1M -$1.64M -35,373 -10%
RLWM
75
RF&L Wealth Management
Massachusetts
$14M +$365K +7,858 +3%
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3
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