DFAT icon

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 %
MAM
101
McLean Asset Management
Virginia
$13.1M -$4.73K -93 -0%
LFA
102
Landmark Financial Advisors
Kentucky
$12.9M +$492K +9,396 +4%
BPA
103
Beacon Pointe Advisors
California
$12.6M +$1.47M +28,104 +13%
SIS
104
Strategic Investment Solutions
Illinois
$12.5M -$329M -6,291,135 -96%
VWA
105
Visionary Wealth Advisors
Illinois
$12.4M -$543K -10,378 -4%
Truist Financial
106
Truist Financial
North Carolina
$12.3M +$857K +16,374 +8%
RWM
107
Ruedi Wealth Management
Illinois
$11.8M +$744K +14,223 +7%
MFT
108
Moisand Fitzgerald Tamayo
Florida
$11.7M -$391K -7,463 -3%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$11.5M +$10.5M +200,691 +1,056%
SP
110
Symmetry Partners
Connecticut
$11.4M -$72.8K -1,380 -0.6%
EH
111
Equitable Holdings
New York
$11.3M +$406K +7,765 +4%
HNWA
112
Henrickson Nauta Wealth Advisors
Michigan
$11M +$530K +10,128 +5%
RJA
113
Raymond James & Associates
Florida
$11M +$27K +515 +0.2%
CW
114
Cook Wealth
North Carolina
$10.7M +$10.7M +209,200 New
RSWM
115
Robertson Stephens Wealth Management
California
$10.4M +$292K +5,586 +3%
JPMorgan Chase & Co
116
JPMorgan Chase & Co
New York
$10.2M +$1.11M +21,122 +12%
SFS
117
Summit Financial Strategies
Ohio
$10.1M +$9.56M +182,760 +1,808%
SWA
118
ShankerValleau Wealth Advisors
Illinois
$9.91M -$159K -3,034 -2%
AAM
119
Austin Asset Management
Texas
$9.47M -$73.7K -1,408 -0.8%
AL
120
Aspiriant LLC
California
$9.36M -$108K -2,058 -1%
AIS
121
American Investment Services
Massachusetts
$9.1M +$5.39K +103 +0.1%
Jane Street
122
Jane Street
New York
$9.09M +$2.95M +56,412 +48%
SWM
123
Spire Wealth Management
Virginia
$8.99M +$30.8K +609 +0.3%
KAS
124
Kestra Advisory Services
Texas
$8.96M +$191K +3,645 +2%
SSB
125
Sandy Spring Bank
Maryland
$8.96M +$2.1M +40,160 +31%
3 4
5
6 7