DFAT icon

Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

509 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, 208 increasing their positions, 164 reducing their positions, and 16 closing their positions.

Holders
509
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.12%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
1.29%
New
27
Increased
208
Reduced
164
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$310M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$106M
3
FFM
3
Forum Financial Management
Illinois
$409M
4
Bank of America
4
Bank of America
North Carolina
$34.5M
5
SC
5
Savant Capital
Illinois
$233M

Top Sellers

1
LWM
1
LJI Wealth Management
Indiana
$2.74M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$123M
3
Creative Planning
3
Creative Planning
Kansas
$599M
4
AC
4
Asio Capital
Kentucky
$0
5
JTWM
5
Jackson Thornton Wealth Management
Alabama
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
DEM
76
Disciplined Equity Management
Florida
$14.6M -$274K -5,987 -2%
SFG
77
Steward Financial Group
Texas
$14.4M +$186K +4,079 +1%
LFP
78
Lakeshore Financial Planning
Michigan
$14.3M +$14.3M +314,015 New
AP
79
Adero Partners
California
$14.3M -$320K -7,004 -2%
TFP
80
Triune Financial Partners
Kansas
$13.9M +$337K +7,374 +2%
RLWM
81
RF&L Wealth Management
Massachusetts
$13.8M +$59.2K +1,295 +0.4%
LW
82
Libra Wealth
California
$13.8M -$35.5K -778 -0.3%
RCI
83
RS Crum Inc
California
$13.2M -$77.4K -1,695 -0.6%
NEPWA
84
New England Private Wealth Advisors
Massachusetts
$13M -$91 -2 -0%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$12.9M +$1.4M +30,609 +12%
FCAS
86
First Command Advisory Services
Texas
$12M +$12M +263,435 New
UBS Group
87
UBS Group
Switzerland
$12M +$2.13M +46,557 +22%
MML Investors Services
88
MML Investors Services
Massachusetts
$12M +$806K +17,648 +7%
BWA
89
BlueSky Wealth Advisors
North Carolina
$12M +$407K +8,907 +4%
GCM
90
G2 Capital Management
Ohio
$11.8M +$43.6K +954 +0.4%
MAM
91
McLean Asset Management
Virginia
$11.7M -$40.4K -890 -0.3%
ALWM
92
Andrews Lucia Wealth Management
California
$11.6M +$33.9K +743 +0.3%
VWA
93
Visionary Wealth Advisors
Illinois
$11.3M -$43.2K -946 -0.4%
MCWS
94
McKinley Carter Wealth Services
West Virginia
$11.2M +$148K +3,245 +1%
LFA
95
Landmark Financial Advisors
Kentucky
$10.9M +$485K +10,612 +5%
MFT
96
Moisand Fitzgerald Tamayo
Florida
$10.5M -$260K -5,690 -2%
AWM
97
AE Wealth Management
Kansas
$10.2M +$1.63M +35,728 +19%
Truist Financial
98
Truist Financial
North Carolina
$9.96M +$1M +21,988 +11%
SP
99
Symmetry Partners
Connecticut
$9.93M -$79.4K -1,737 -0.8%
BPA
100
Beacon Pointe Advisors
California
$9.68M +$1.57M +34,442 +19%
2 3
4
5 6