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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 %
QFA
76
Quantum Financial Advisors
California
$18M -$616K -11,781 -3%
CPA
77
Cardiff Park Advisors
California
$17.5M -$94.6K -1,807 -0.5%
MFWP
78
Mosaic Family Wealth Partners
Missouri
$17.4M -$1.04M -19,787 -6%
DEM
79
Disciplined Equity Management
Florida
$17.4M +$703K +13,440 +4%
DWM
80
Dopkins Wealth Management
New York
$17M -$2.82M -53,945 -14%
MG
81
Mather Group
Illinois
$16.8M +$75.5K +1,442 +0.5%
AP
82
Adero Partners
California
$16.1M -$234K -4,469 -1%
TFP
83
Triune Financial Partners
Kansas
$16M +$40.4K +772 +0.3%
RLWM
84
RF&L Wealth Management
Massachusetts
$15.8M -$66.1K -1,263 -0.4%
FCAS
85
First Command Advisory Services
Texas
$15.6M +$1.83M +34,992 +13%
LW
86
Libra Wealth
California
$15.4M -$446K -8,528 -3%
LFP
87
Lakeshore Financial Planning
Michigan
$15.3M -$1.12M -21,337 -7%
NEPWA
88
New England Private Wealth Advisors
Massachusetts
$15.1M +$196K +3,745 +1%
RCI
89
RS Crum Inc
California
$14.9M -$217K -4,149 -1%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$14.7M -$94.3K -1,802 -0.6%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$14.5M +$11.4M +217,237 +368%
MML Investors Services
92
MML Investors Services
Massachusetts
$14.4M +$728K +13,913 +5%
KSWWM
93
Keyes Stange & Wooten Wealth Management
Florida
$14.2M +$14.2M +270,707 New
CAG
94
Compass Advisory Group
New York
$14M +$3.19M +61,023 +30%
VWA
95
Valued Wealth Advisors
Utah
$13.8M +$13.8M +302,824 New
ACG
96
Allen Capital Group
Nebraska
$13.8M +$10.6M +202,542 +336%
ALWM
97
Andrews Lucia Wealth Management
California
$13.6M +$295K +5,642 +2%
GCM
98
G2 Capital Management
Ohio
$13.5M -$9.52K -182 -0.1%
BWA
99
BlueSky Wealth Advisors
North Carolina
$13.4M -$269K -5,143 -2%
AWM
100
AE Wealth Management
Kansas
$13.2M +$1.7M +32,926 +15%
2 3
4
5 6