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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

509 hedge funds and large institutions have $6.32B invested in Dimensional US Targeted Value ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 208 increasing their positions, 164 reducing their positions, and 16 closing their positions.

Holders
509
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.12%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
1.29%
New
27
Increased
208
Reduced
164
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$310M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$106M
3
FFM
3
Forum Financial Management
Illinois
$409M
4
Bank of America
4
Bank of America
North Carolina
$34.5M
5
SC
5
Savant Capital
Illinois
$233M

Top Sellers

1
LWM
1
LJI Wealth Management
Indiana
$2.74M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$123M
3
Creative Planning
3
Creative Planning
Kansas
$599M
4
AC
4
Asio Capital
Kentucky
$0
5
JTWM
5
Jackson Thornton Wealth Management
Alabama
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFM
51
TFC Financial Management
Massachusetts
$25.1M -$3.66M -80,102 -13%
KAM
52
Kraft Asset Management
Tennessee
$24.9M -$439K -9,608 -2%
FG
53
Foster Group
Iowa
$24.5M -$414K -9,055 -2%
AF
54
Allworth Financial
California
$24M +$958K +20,962 +4%
Cerity Partners
55
Cerity Partners
New York
$22.9M -$719K -15,746 -3%
AssetMark Inc
56
AssetMark Inc
California
$22.8M +$535K +11,711 +2%
WG
57
Watchman Group
Texas
$20.5M +$698K +15,276 +4%
Mariner
58
Mariner
Kansas
$20.5M +$1.6M +35,096 +8%
TWP
59
TFO Wealth Partners
Ohio
$20.4M – – –
PCI
60
Planning Center Inc
Illinois
$20.1M +$24K +525 +0.1%
LFA
61
Lauterbach Financial Advisors
Texas
$19.7M +$3.29K +72 +0%
LFG
62
Larson Financial Group
Missouri
$17.7M +$424K +9,289 +2%
PWM
63
PBMares Wealth Management
Virginia
$17.5M +$308K +6,736 +2%
PFO
64
Pathstone Family Office
New Jersey
$17.4M +$773K +16,915 +5%
DWM
65
Dopkins Wealth Management
New York
$17.3M +$2.47M +54,030 +17%
Osaic Holdings
66
Osaic Holdings
Arizona
$17M +$1.01M +22,026 +6%
GWWM
67
Great Waters Wealth Management
Minnesota
$16.9M +$2.28M +51,095 +16%
QFA
68
Quantum Financial Advisors
California
$16.3M +$347K +7,589 +2%
THL
69
Tillman Hartley LLC
Colorado
$16.2M -$101K -2,200 -0.6%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$16.2M +$1.27M +27,892 +9%
MFWP
71
Mosaic Family Wealth Partners
Missouri
$16.1M +$1.13M +24,643 +8%
W
72
WPWealth
Texas
$15.5M +$2.91M +63,714 +23%
PFM
73
Phillips Financial Management
Indiana
$15.5M +$1.26M +27,569 +9%
CPA
74
Cardiff Park Advisors
California
$15.4M +$133K +2,918 +0.9%
MG
75
Mather Group
Illinois
$14.6M +$1.47M +32,064 +11%
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