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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 %
RWM
101
Ruedi Wealth Management
Illinois
$9.64M +$575K +12,590 +6%
RJA
102
Raymond James & Associates
Florida
$9.57M -$3.31M -72,404 -26%
EH
103
Equitable Holdings
New York
$9.51M +$604K +13,227 +7%
CAG
104
Compass Advisory Group
New York
$9.42M +$461K +10,088 +5%
HNWA
105
Henrickson Nauta Wealth Advisors
Michigan
$9.18M +$233K +5,095 +3%
RSWM
106
Robertson Stephens Wealth Management
California
$8.8M +$4.24M +92,906 +93%
SWA
107
ShankerValleau Wealth Advisors
Illinois
$8.79M +$78.1K +1,710 +0.9%
CPWM
108
Cypress Point Wealth Management
Texas
$8.57M +$1.01M +22,176 +13%
AAM
109
Austin Asset Management
Texas
$8.34M -$74.7K -1,635 -0.9%
AL
110
Aspiriant LLC
California
$8.26M -$95.3K -2,085 -1%
SWM
111
Spire Wealth Management
Virginia
$8.11M +$145K +3,179 +2%
AIS
112
American Investment Services
Massachusetts
$7.94M -$277K -6,059 -3%
JPMorgan Chase & Co
113
JPMorgan Chase & Co
New York
$7.94M +$1.25M +27,379 +19%
LFGO
114
Legacy Financial Group (Oklahoma)
Oklahoma
$7.79M +$19.1K +419 +0.2%
KAS
115
Kestra Advisory Services
Texas
$7.66M +$1.08M +23,567 +16%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$6.93M +$44.1K +966 +0.6%
OC
117
Oppenheimer & Co
New York
$6.93M +$6.93M +151,737 New
LFS
118
Lutz Financial Services
Nebraska
$6.73M +$4.2K +92 +0.1%
RK
119
Rather & Kittrell
Tennessee
$6.62M -$151K -3,307 -2%
LWM
120
Liberty Wealth Management
California
$6.61M -$56.1K -1,228 -0.8%
PCM
121
Passive Capital Management
Maryland
$6.6M -$84K -1,838 -1%
RA
122
Rise Advisors
New York
$6.49M +$538K +11,775 +9%
FWS
123
FinDec Wealth Services
California
$6.41M +$39K +854 +0.6%
NWM
124
Northwest Wealth Management
Iowa
$6.4M -$145K -3,168 -2%
GCA
125
Gradient Capital Advisors
California
$6.39M -$76.5K -1,674 -1%
3 4
5
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