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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

486 hedge funds and large institutions have $6.75B invested in Dimensional US Targeted Value ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 211 increasing their positions, 140 reducing their positions, and 15 closing their positions.

Holders
486
Holders Change
+12
Holders Change %
+2.53%
% of All Funds
7.78%
Holding in Top 10
82
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.75%
% of All Funds
1.31%
New
41
Increased
211
Reduced
140
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$1.42B
2
SC
2
Savant Capital
Illinois
$209M
3
FFM
3
Forum Financial Management
Illinois
$272M
4
RIM
4
RW Investment Management
Idaho
$34.6M
5
TWP
5
TFO Wealth Partners
Ohio
$19.6M

Top Sellers

1
QA
1
Quantitative Advantage
Minnesota
$0
2
EWA
2
EP Wealth Advisors
California
$11.7M
3
Creative Planning
3
Creative Planning
Kansas
$549M
4
PFO
4
Pathstone Family Office
New Jersey
$16.2M
5
MWM
5
Modera Wealth Management
New Jersey
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
76
EP Wealth Advisors
California
$11.7M -$40.5M -767,792 -78%
MAM
77
McLean Asset Management
Virginia
$11.6M -$1.39M -31,305 -11%
MG
78
Mather Group
Illinois
$11.6M +$996K +22,389 +9%
W
79
WPWealth
Texas
$11.5M +$2M +45,022 +21%
SIS
80
Strategic Investment Solutions
Illinois
$11.4M -$266K -5,967 -2%
PFM
81
Phillips Financial Management
Indiana
$11.3M +$1.7M +38,176 +18%
BWA
82
BlueSky Wealth Advisors
North Carolina
$11.3M +$442K +9,927 +4%
GCM
83
G2 Capital Management
Ohio
$11.2M +$975K +21,899 +10%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$11.1M +$1.52M +34,242 +16%
VWA
85
Visionary Wealth Advisors
Illinois
$11.1M +$1.26M +28,322 +13%
ALWM
86
Andrews Lucia Wealth Management
California
$11.1M +$36.6K +823 +0.3%
UBS Group
87
UBS Group
Switzerland
$10.7M +$550K +12,351 +5%
MFT
88
Moisand Fitzgerald Tamayo
Florida
$10.6M -$897K -20,164 -8%
AssetMark Inc
89
AssetMark Inc
California
$10.2M +$320K +7,202 +3%
CWA
90
Consilio Wealth Advisors
Washington
$10.1M -$904K -20,316 -8%
SP
91
Symmetry Partners
Connecticut
$9.81M +$330K +7,426 +3%
LFA
92
Landmark Financial Advisors
Kentucky
$9.65M +$753K +16,927 +8%
MML Investors Services
93
MML Investors Services
Massachusetts
$9.57M +$603K +13,542 +7%
BPA
94
Beacon Pointe Advisors
California
$9.47M +$2.5M +56,287 +36%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$9.3M +$1.97M +44,372 +27%
RWM
96
Ruedi Wealth Management
Illinois
$8.89M +$160K +3,587 +2%
CAG
97
Compass Advisory Group
New York
$8.73M +$131K +2,933 +2%
SWA
98
ShankerValleau Wealth Advisors
Illinois
$8.46M +$180K +4,044 +2%
AIS
99
American Investment Services
Massachusetts
$8.22M – – –
AL
100
Aspiriant LLC
California
$8.19M +$445 +10 +0%
2 3
4
5 6