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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 %
GWWM
76
Great Waters Wealth Management
Minnesota
$11.7M +$11.7M +247,830 New
MFT
77
Moisand Fitzgerald Tamayo
Florida
$11.4M -$293K -6,678 -3%
ALWM
78
Andrews Lucia Wealth Management
California
$10.9M +$250K +5,699 +2%
CWA
79
Consilio Wealth Advisors
Washington
$10.9M +$1.37M +31,162 +14%
BWA
80
BlueSky Wealth Advisors
North Carolina
$10.7M -$228K -5,191 -2%
MG
81
Mather Group
Illinois
$10.5M +$993K +22,587 +10%
GCM
82
G2 Capital Management
Ohio
$10.1M +$91.8K +2,088 +0.9%
UBS Group
83
UBS Group
Switzerland
$10M +$725K +16,490 +8%
AssetMark Inc
84
AssetMark Inc
California
$9.75M +$389K +8,843 +4%
VWA
85
Visionary Wealth Advisors
Illinois
$9.7M +$9.7M +220,623 New
PFM
86
Phillips Financial Management
Indiana
$9.53M +$4.19M +95,349 +79%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$9.49M +$511K +11,621 +6%
W
88
WPWealth
Texas
$9.4M +$9.4M +213,806 New
SP
89
Symmetry Partners
Connecticut
$9.36M +$419K +9,543 +5%
CAG
90
Compass Advisory Group
New York
$9.05M -$446K -9,523 -5%
AWM
91
Align Wealth Management
Oklahoma
$9.02M +$9.02M +231,456 New
MML Investors Services
92
MML Investors Services
Massachusetts
$8.85M +$516K +11,741 +6%
LFA
93
Landmark Financial Advisors
Kentucky
$8.79M +$634K +14,421 +8%
RWM
94
Ruedi Wealth Management
Illinois
$8.62M +$8.62M +196,137 New
NEPWA
95
New England Private Wealth Advisors
Massachusetts
$8.61M +$259K +5,904 +3%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$8.43M +$796K +18,108 +10%
AIS
97
American Investment Services
Massachusetts
$8.22M -$447K -10,166 -5%
SWA
98
ShankerValleau Wealth Advisors
Illinois
$8.18M -$475K -10,818 -5%
AL
99
Aspiriant LLC
California
$8.08M -$91.1K -2,072 -1%
AAM
100
Austin Asset Management
Texas
$7.86M – – –
2 3
4
5 6