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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
7.96%
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
Forum Financial Management
Illinois
$387M
2
EWA
EP Wealth Advisors
California
$54.4M
3
Creative Planning
Creative Planning
Kansas
$614M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$25.6M
5
RIM
RW Investment Management
Idaho
$57.6M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
$42.7M
2
CWA
Consilio Wealth Advisors
Washington
$0
3
Bank of America
Bank of America
North Carolina
$12.2M
4
SIS
Strategic Investment Solutions
Illinois
$3.9M
5
AWM
Activest Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
126
D.A. Davidson & Co
Montana
$5.82M -$616K -13,279 -10%
RA
127
RFG Advisory
Alabama
$5.74M +$117K +2,530 +2%
SWP
128
Stratos Wealth Partners
Ohio
$5.68M +$379K +8,177 +7%
MIAS
129
Mason Investment Advisory Services
Virginia
$5.62M – – –
FWM
130
FMB Wealth Management
California
$5.55M -$96.3K -2,076 -2%
SC
131
Schoolcraft Capital
Colorado
$5.55M +$182K +3,923 +3%
Stifel Financial
132
Stifel Financial
Missouri
$5.49M -$552K -11,900 -9%
MCM
133
MAI Capital Management
Ohio
$5.47M -$312K -6,720 -5%
AFG
134
Altiora Financial Group
Ohio
$5.47M -$38.8K -836 -0.7%
VCA
135
Verdence Capital Advisors
Maryland
$5.44M – – –
SSB
136
Sandy Spring Bank
Maryland
$5.42M +$105K +2,270 +2%
1WM
137
1900 Wealth Management
Texas
$5.36M -$337K -7,258 -6%
SFPM
138
Sensible Financial Planning & Management
Massachusetts
$5.31M +$23.1K +499 +0.4%
DI
139
Disciplined Investments
Oklahoma
$5.25M -$855K -18,441 -14%
CTWM
140
Cherry Tree Wealth Management
Minnesota
$5.16M +$5.16M +111,292 New
WPW
141
Watershed Private Wealth
Illinois
$5.1M +$1.28M +27,582 +33%
RLIM
142
Red Lighthouse Investment Management
New York
$5.09M -$18.8K -406 -0.4%
AC
143
Asio Capital
Kentucky
$4.94M -$1.1M -23,768 -18%
GC
144
Gibson Capital
Pennsylvania
$4.73M -$3.48K -75 -0.1%
RSWM
145
Robertson Stephens Wealth Management
California
$4.63M – – –
PWIA
146
Porter White Investment Advisors
Alabama
$4.59M -$12.5K -270 -0.3%
JWS
147
Juncture Wealth Strategies
Arizona
$4.41M -$178K -3,841 -4%
TWD
148
True Wealth Design
Ohio
$4.36M -$45.3K -977 -1%
WA
149
Wealthstream Advisors
New York
$4.14M – – –
SC
150
Shearwater Capital
Colorado
$4.12M -$224K -4,831 -5%
4 5
6
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