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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.

New
Increased
Maintained
Reduced
Closed
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
Strategic Investment Solutions
Illinois
$310M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$106M
3
FFM
Forum Financial Management
Illinois
$409M
4
Bank of America
Bank of America
North Carolina
$34.5M
5
SC
Savant Capital
Illinois
$233M

Top Sellers

1
LWM
LJI Wealth Management
Indiana
$2.74M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$123M
3
Creative Planning
Creative Planning
Kansas
$599M
4
AC
Asio Capital
Kentucky
$0
5
JTWM
Jackson Thornton Wealth Management
Alabama
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
126
Regions Financial Corp
Alabama
$6.38M -$59.1K -1,293 -0.9%
DADC
127
D.A. Davidson & Co
Montana
$6.29M +$556K +12,172 +10%
RA
128
RFG Advisory
Alabama
$6.03M +$383K +8,386 +7%
CAM
129
Cresset Asset Management
Illinois
$5.99M +$86.8K +1,900 +1%
SSB
130
Sandy Spring Bank
Maryland
$5.99M +$650K +14,226 +12%
SWP
131
Stratos Wealth Partners
Ohio
$5.46M -$138K -3,026 -2%
FWM
132
FMB Wealth Management
California
$5.46M -$7.77K -170 -0.1%
AFG
133
Altiora Financial Group
Ohio
$5.39M +$3.43K +75 +0.1%
MIAS
134
Mason Investment Advisory Services
Virginia
$5.38M -$158K -3,458 -3%
Jane Street
135
Jane Street
New York
$5.36M +$4.92M +107,777 +1,124%
VCA
136
Verdence Capital Advisors
Maryland
$5.36M – – –
SC
137
Schoolcraft Capital
Colorado
$5.26M -$207K -4,535 -4%
MCM
138
MAI Capital Management
Ohio
$5.26M -$137K -2,991 -3%
1WM
139
1900 Wealth Management
Texas
$5.18M -$98.1K -2,148 -2%
VF
140
Vawter Financial
Ohio
$5.15M -$2.02M -44,102 -28%
WPW
141
Watershed Private Wealth
Illinois
$5.13M +$107K +2,339 +2%
CTWM
142
Cherry Tree Wealth Management
Minnesota
$5.05M -$31.8K -696 -0.6%
RLIM
143
Red Lighthouse Investment Management
New York
$4.99M -$24.8K -542 -0.5%
AWM
144
Activest Wealth Management
Florida
$4.95M +$4.95M +108,426 New
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$4.78M +$2.79M +61,046 +140%
DI
146
Disciplined Investments
Oklahoma
$4.67M -$495K -10,826 -10%
GC
147
Gibson Capital
Pennsylvania
$4.66M – – –
PWIA
148
Porter White Investment Advisors
Alabama
$4.41M -$110K -2,412 -2%
JWS
149
Juncture Wealth Strategies
Arizona
$4.34M -$7.17K -157 -0.2%
TWD
150
True Wealth Design
Ohio
$4.16M -$129K -2,822 -3%
4 5
6
7 8