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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.

New
Increased
Maintained
Reduced
Closed
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
Creative Planning
Kansas
$578M
2
BSW
Buckingham Strategic Wealth
Missouri
$555M
3
MWM
Modera Wealth Management
New Jersey
$56.5M
4
MWM
Merriman Wealth Management
Washington
$182M
5
Bank of America
Bank of America
North Carolina
$17.1M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$24.9M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$121M
3
TWP
TFO Wealth Partners
Ohio
$6.93M
4
CIAS
CFS Investment Advisory Services
New Jersey
$2.13M
5
IFA
Index Fund Advisors
California
$360M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
126
FMB Wealth Management
California
$5.29M +$5.29M +120,442 New
DI
127
Disciplined Investments
Oklahoma
$5.29M +$254K +5,774 +5%
SWP
128
Stratos Wealth Partners
Ohio
$5.25M +$392K +8,913 +8%
AFG
129
Altiora Financial Group
Ohio
$5.22M +$5.22M +118,699 New
VCA
130
Verdence Capital Advisors
Maryland
$5.16M – – –
RCI
131
RS Crum Inc
California
$5.1M -$1.04M -23,584 -17%
RA
132
Rise Advisors
New York
$5.08M +$83.5K +1,899 +2%
SC
133
Schoolcraft Capital
Colorado
$5.04M +$427K +9,716 +9%
AWM
134
AE Wealth Management
Kansas
$5.01M +$872K +19,847 +21%
SFPM
135
Sensible Financial Planning & Management
Massachusetts
$5M +$16.9K +385 +0.3%
PCM
136
Passive Capital Management
Maryland
$4.96M +$309K +7,030 +7%
SSB
137
Sandy Spring Bank
Maryland
$4.91M +$130K +2,957 +3%
RLIM
138
Red Lighthouse Investment Management
New York
$4.84M +$4.84M +110,154 New
FWS
139
FinDec Wealth Services
California
$4.74M +$4.74M +107,891 New
GC
140
Gibson Capital
Pennsylvania
$4.58M -$2.68K -61 -0.1%
MFWP
141
Mosaic Family Wealth Partners
Missouri
$4.47M +$4.47M +101,691 New
B
142
BetterWealth
California
$4.45M -$127K -2,884 -3%
PWIA
143
Porter White Investment Advisors
Alabama
$4.44M +$4.44M +101,089 New
RSWM
144
Robertson Stephens Wealth Management
California
$4.39M – – –
TWD
145
True Wealth Design
Ohio
$4.24M +$4.24M +96,427 New
JWS
146
Juncture Wealth Strategies
Arizona
$4.15M -$356K -8,108 -8%
SC
147
Shearwater Capital
Colorado
$4.08M +$440 +10 +0%
WA
148
Wealthstream Advisors
New York
$3.96M +$40.7K +926 +1%
RFA
149
RTD Financial Advisors
Pennsylvania
$3.94M -$8.57K -195 -0.2%
UCFA
150
United Capital Financial Advisors
Texas
$3.88M -$123K -2,789 -3%
4 5
6
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