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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

595 hedge funds and large institutions have $7.37B invested in Dimensional US Targeted Value ETF in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 205 increasing their positions, 175 reducing their positions, and 17 closing their positions.

Holders
595
Holders Change
+86
Holders Change %
+16.9%
% of All Funds
8.72%
Holding in Top 10
97
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.75%
% of All Funds
1.42%
New
109
Increased
205
Reduced
175
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$714M
2
PFA
2
Pure Financial Advisors
California
$92.9M
3
SC
3
Savant Capital
Illinois
$284M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$153M
5
FFM
5
Forum Financial Management
Illinois
$480M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$12.5M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$141M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.75M
4
MWM
4
Meritas Wealth Management
California
$24.9M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAM
51
Kraft Asset Management
Tennessee
$28.2M -$329K -6,280 -1%
FWM
52
FMFE Wealth Management
New York
$27.9M +$27.9M +534,097 New
CL
53
Choreo LLC
Illinois
$27.3M -$2.05M -39,118 -7%
AF
54
Allworth Financial
California
$26.8M -$713K -13,627 -3%
AssetMark Inc
55
AssetMark Inc
California
$26.6M +$468K +8,939 +2%
Cerity Partners
56
Cerity Partners
New York
$26.6M +$316K +6,048 +1%
EFP
57
EnRich Financial Partners
Wisconsin
$25.5M +$25.5M +487,787 New
MWM
58
Meritas Wealth Management
California
$24.9M -$8.61M -164,520 -26%
Mariner
59
Mariner
Kansas
$24.8M +$1.31M +24,949 +6%
FG
60
Foster Group
Iowa
$24.5M – – –
WG
61
Watchman Group
Texas
$23.7M +$190K +3,626 +0.8%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$23M -$6.8M -130,039 -23%
SIMC
63
Squire Investment Management Company
Utah
$22.7M +$22.7M +434,586 New
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$22.6M +$22.6M +432,666 New
TWP
65
TFO Wealth Partners
Ohio
$22.6M -$429K -8,190 -2%
PCI
66
Planning Center Inc
Illinois
$22.4M -$596K -11,387 -3%
GWWM
67
Great Waters Wealth Management
Minnesota
$22.2M +$2.93M +57,613 +15%
LFA
68
Lauterbach Financial Advisors
Texas
$22.1M -$439K -8,391 -2%
PWM
69
PBMares Wealth Management
Virginia
$20.6M +$556K +10,616 +3%
LFG
70
Larson Financial Group
Missouri
$20.5M +$288K +5,507 +1%
W
71
WPWealth
Texas
$20.3M +$2.61M +49,862 +15%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$19.1M +$526K +10,052 +3%
THL
73
Tillman Hartley LLC
Colorado
$18.7M +$131K +2,508 +0.7%
PFM
74
Phillips Financial Management
Indiana
$18.7M +$985K +18,828 +6%
UBS Group
75
UBS Group
Switzerland
$18.1M +$4.39M +83,976 +32%
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