Dimensional US Targeted Value ETF
DFAT
510 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, 209 increasing their positions, 164 reducing their positions, and 16 closing their positions.
69% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 16
27% more repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 164
8% more capital invested
Capital invested by funds: $5.85B → $6.32B (+$466M)
3.98% more ownership
Funds ownership: 72.94% → 76.92% (+4%)
3% more funds holding in top 10
Funds holding in top 10: 79 → 81 (+2)
1% more funds holding
Funds holding: 506 → 510 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$306M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$109M |
| 3 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$28.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$23.4M |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
+$21.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWM
LJI Wealth Management
Indianapolis,
Indiana
|
-$83.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$25.3M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$6.61M |
| 4 |
JTWM
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
-$5.09M |
| 5 |
AC
Asio Capital
Lexington,
Kentucky
|
-$4.94M |
DFAT Hedge Fund Activity: Q3 2023 in Review
510 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Targeted Value ETF (DFAT) for Q3 2023, worth a combined $6.32B — up 8% from $5.85B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new DFAT positions and 16 closed out — a net gain of 11 holders — while 209 added to existing stakes and 164 trimmed.
The largest buyer was Strategic Investment Solutions, adding an estimated $306M. The largest seller was LJI Wealth Management, cutting an estimated $83.5M.
- 510 institutional investors held Dimensional US Targeted Value ETF (DFAT) as of Q3 2023, up from 506 in Q2 2023.
- Funds reported $6.32B of Dimensional US Targeted Value ETF stock for Q3 2023, up 8% quarter-over-quarter.
- 27 funds opened new Dimensional US Targeted Value ETF positions in Q3 2023 and 16 closed out, a net change of +11 holders.
- The largest Dimensional US Targeted Value ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $306M added.
- The largest Dimensional US Targeted Value ETF seller in Q3 2023 was LJI Wealth Management, an estimated $83.5M sold.
Based on aggregated 13F filings for Q3 2023.