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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 %
LFGO
101
Legacy Financial Group (Oklahoma)
Oklahoma
$7.58M +$7.58M +172,505 New
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$7.23M +$1.27M +28,953 +21%
HNWA
103
Henrickson Nauta Wealth Advisors
Michigan
$7.18M +$307K +6,976 +4%
MWM
104
Mattern Wealth Management
Kansas
$7.17M -$2.05M -46,550 -22%
Truist Financial
105
Truist Financial
North Carolina
$7.09M +$88.9K +2,023 +1%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$7.04M +$580K +13,206 +9%
TWP
107
TFO Wealth Partners
Ohio
$6.93M -$16.2M -315,895 -70%
BPA
108
Beacon Pointe Advisors
California
$6.88M +$1.46M +33,178 +27%
EH
109
Equitable Holdings
New York
$6.85M +$572K +13,007 +9%
RK
110
Rather & Kittrell
Tennessee
$6.77M -$152K -3,458 -2%
LFS
111
Lutz Financial Services
Nebraska
$6.52M -$46.5K -1,057 -0.7%
AC
112
Asio Capital
Kentucky
$6.5M +$1.77M +40,199 +37%
GCA
113
Gradient Capital Advisors
California
$6.39M -$25.6K -583 -0.4%
NWM
114
Northwest Wealth Management
Iowa
$6.38M -$432K -9,835 -6%
RFC
115
Regions Financial Corp
Alabama
$6.28M +$307K +6,981 +5%
DADC
116
D.A. Davidson & Co
Montana
$6.23M +$4.2M +95,550 +207%
MCM
117
MAI Capital Management
Ohio
$6.01M -$117K -2,652 -2%
SWM
118
Spire Wealth Management
Virginia
$5.93M +$644K +14,654 +12%
RA
119
RFG Advisory
Alabama
$5.84M +$478K +9,645 +9%
Jane Street
120
Jane Street
New York
$5.78M +$2.11M +47,983 +58%
Stifel Financial
121
Stifel Financial
Missouri
$5.69M +$2.93M +66,732 +106%
MIAS
122
Mason Investment Advisory Services
Virginia
$5.58M -$271K -6,167 -5%
VF
123
Vawter Financial
Ohio
$5.54M +$5.54M +126,040 New
1WM
124
1900 Wealth Management
Texas
$5.4M -$39.4K -896 -0.7%
KAS
125
Kestra Advisory Services
Texas
$5.33M +$383K +8,706 +8%
3 4
5
6 7