DFAT icon

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 %
AAM
101
Austin Asset Management
Texas
$8.06M -$914K -20,546 -10%
LFGO
102
Legacy Financial Group (Oklahoma)
Oklahoma
$7.82M +$143K +3,205 +2%
SWM
103
Spire Wealth Management
Virginia
$7.77M +$1.77M +39,887 +30%
EH
104
Equitable Holdings
New York
$7.7M +$767K +17,239 +11%
HNWA
105
Henrickson Nauta Wealth Advisors
Michigan
$7.62M +$343K +7,700 +5%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$7.07M -$58.2K -1,307 -0.8%
LWM
107
Liberty Wealth Management
California
$6.97M +$6.97M +156,360 New
CPWM
108
Cypress Point Wealth Management
Texas
$6.92M +$3.71M +83,420 +116%
Truist Financial
109
Truist Financial
North Carolina
$6.85M -$322K -7,228 -4%
VF
110
Vawter Financial
Ohio
$6.85M +$1.24M +27,786 +22%
RK
111
Rather & Kittrell
Tennessee
$6.59M -$272K -6,102 -4%
LFS
112
Lutz Financial Services
Nebraska
$6.57M -$29.1K -653 -0.4%
NWM
113
Northwest Wealth Management
Iowa
$6.47M +$4.58K +103 +0.1%
AWM
114
AE Wealth Management
Kansas
$6.46M +$1.39M +31,127 +27%
GCA
115
Gradient Capital Advisors
California
$6.39M -$80.5K -1,809 -1%
RFC
116
Regions Financial Corp
Alabama
$6.34M -$22.8K -512 -0.4%
DADC
117
D.A. Davidson & Co
Montana
$6.18M -$131K -2,944 -2%
FWS
118
FinDec Wealth Services
California
$5.98M +$1.18M +26,531 +25%
DI
119
Disciplined Investments
Oklahoma
$5.85M +$494K +11,101 +9%
AC
120
Asio Capital
Kentucky
$5.8M -$777K -17,465 -12%
Stifel Financial
121
Stifel Financial
Missouri
$5.79M +$34.1K +766 +0.6%
AWM
122
Activest Wealth Management
Florida
$5.55M +$2.56M +58,043 +86%
MCM
123
MAI Capital Management
Ohio
$5.55M -$533K -11,980 -9%
KAS
124
Kestra Advisory Services
Texas
$5.55M +$149K +3,339 +3%
1WM
125
1900 Wealth Management
Texas
$5.43M -$7.78K -176 -0.1%
3 4
5
6 7