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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 %
SWA
101
ShankerValleau Wealth Advisors
Illinois
$8.85M +$31.2K +672 +0.4%
AWM
102
AE Wealth Management
Kansas
$8.68M +$1.95M +42,083 +29%
AAM
103
Austin Asset Management
Texas
$8.54M +$140K +3,009 +2%
AL
104
Aspiriant LLC
California
$8.49M -$45.9K -989 -0.5%
AIS
105
American Investment Services
Massachusetts
$8.35M -$327K -7,040 -4%
BPA
106
Beacon Pointe Advisors
California
$8.23M -$1.64M -35,293 -17%
FCB
107
First Command Bank
Texas
$8.21M +$8.21M +177,055 New
FCFS
108
First Command Financial Services
Texas
$8.21M +$8.21M +177,055 New
SWM
109
Spire Wealth Management
Virginia
$8.08M -$21.2K -456 -0.3%
LFGO
110
Legacy Financial Group (Oklahoma)
Oklahoma
$7.89M -$265K -5,722 -3%
CPWM
111
Cypress Point Wealth Management
Texas
$7.67M +$449K +9,688 +6%
VF
112
Vawter Financial
Ohio
$7.27M +$136K +2,935 +2%
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$7M -$378K -8,139 -5%
RK
114
Rather & Kittrell
Tennessee
$6.87M +$3.02K +65 +0%
LFS
115
Lutz Financial Services
Nebraska
$6.82M -$22.3K -481 -0.3%
PCM
116
Passive Capital Management
Maryland
$6.79M +$1.43M +30,909 +27%
JPMorgan Chase & Co
117
JPMorgan Chase & Co
New York
$6.79M +$2.21M +47,744 +48%
LWM
118
Liberty Wealth Management
California
$6.77M -$482K -10,388 -7%
KAS
119
Kestra Advisory Services
Texas
$6.68M +$896K +19,311 +15%
NWM
120
Northwest Wealth Management
Iowa
$6.65M -$97.9K -2,111 -1%
GCA
121
Gradient Capital Advisors
California
$6.56M -$96.2K -2,073 -1%
RFC
122
Regions Financial Corp
Alabama
$6.54M -$68.5K -1,477 -1%
FWS
123
FinDec Wealth Services
California
$6.46M +$229K +4,931 +4%
RA
124
Rise Advisors
New York
$6.04M +$663K +14,283 +12%
CAM
125
Cresset Asset Management
Illinois
$6M +$3.72M +80,259 +164%
3 4
5
6 7