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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

505 hedge funds and large institutions have $5.85B invested in Dimensional US Targeted Value ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 196 increasing their positions, 155 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+19
Holders Change %
+3.91%
% of All Funds
7.97%
Holding in Top 10
79
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.66%
% of All Funds
1.25%
New
40
Increased
196
Reduced
155
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
1
Forum Financial Management
Illinois
$387M
2
EWA
2
EP Wealth Advisors
California
$54.4M
3
Creative Planning
3
Creative Planning
Kansas
$614M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$25.6M
5
RIM
5
RW Investment Management
Idaho
$57.6M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$42.7M
2
CWA
2
Consilio Wealth Advisors
Washington
$0
3
Bank of America
3
Bank of America
North Carolina
$12.2M
4
SIS
4
Strategic Investment Solutions
Illinois
$3.9M
5
AWM
5
Activest Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFP
76
Triune Financial Partners
Kansas
$13.8M +$581K +12,535 +4%
RCI
77
RS Crum Inc
California
$13.5M +$561K +12,089 +4%
MG
78
Mather Group
Illinois
$13.3M +$1.25M +26,875 +10%
NEPWA
79
New England Private Wealth Advisors
Massachusetts
$13.2M -$107K -2,298 -0.8%
RJA
80
Raymond James & Associates
Florida
$13.1M -$939K -20,240 -7%
W
81
WPWealth
Texas
$12.8M +$755K +16,279 +6%
Bank of America
82
Bank of America
North Carolina
$12.2M -$10.1M -217,796 -45%
MAM
83
McLean Asset Management
Virginia
$12M -$42.4K -914 -0.4%
GCM
84
G2 Capital Management
Ohio
$11.9M +$234K +5,043 +2%
ALWM
85
Andrews Lucia Wealth Management
California
$11.8M +$207K +4,465 +2%
BWA
86
BlueSky Wealth Advisors
North Carolina
$11.7M -$56.1K -1,210 -0.5%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$11.7M +$112K +2,410 +1%
VWA
88
Visionary Wealth Advisors
Illinois
$11.5M -$55.1K -1,187 -0.5%
MML Investors Services
89
MML Investors Services
Massachusetts
$11.3M +$1.37M +29,461 +14%
MCWS
90
McKinley Carter Wealth Services
West Virginia
$11.3M -$930K -20,052 -8%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$11.2M +$1.48M +31,840 +15%
MFT
92
Moisand Fitzgerald Tamayo
Florida
$11M -$88.9K -1,917 -0.8%
LFA
93
Landmark Financial Advisors
Kentucky
$10.5M +$474K +10,217 +5%
SP
94
Symmetry Partners
Connecticut
$10.2M -$61.8K -1,333 -0.6%
UBS Group
95
UBS Group
Switzerland
$10M -$1.17M -25,177 -10%
RWM
96
Ruedi Wealth Management
Illinois
$9.2M -$62K -1,337 -0.7%
CAG
97
Compass Advisory Group
New York
$9.1M -$4.27K -92 -0%
Truist Financial
98
Truist Financial
North Carolina
$9.09M +$1.94M +41,924 +27%
HNWA
99
Henrickson Nauta Wealth Advisors
Michigan
$9.08M +$1.14M +24,674 +14%
EH
100
Equitable Holdings
New York
$9.04M +$1.01M +21,853 +13%
2 3
4
5 6