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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 %
VF
126
Vawter Financial
Ohio
$8.87M +$2.97M +56,781 +50%
LFGO
127
Legacy Financial Group (Oklahoma)
Oklahoma
$8.78M -$138K -2,637 -2%
AFG
128
Altiora Financial Group
Ohio
$8.55M +$2.37M +45,369 +38%
OC
129
Oppenheimer & Co
New York
$8.24M +$301K +5,754 +4%
LFS
130
Lutz Financial Services
Nebraska
$7.92M +$212K +4,044 +3%
RA
131
Rise Advisors
New York
$7.89M +$466K +8,897 +6%
GMA
132
Glassy Mountain Advisors
Maryland
$7.85M +$7.85M +150,061 New
DPW
133
DiNuzzo Private Wealth
Pennsylvania
$7.85M +$7.85M +149,971 New
SWM
134
Sterling Wealth Management
Illinois
$7.72M +$7.72M +147,582 New
PCM
135
Passive Capital Management
Maryland
$7.56M – – –
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$7.52M -$418K -7,989 -5%
LWM
137
Liberty Wealth Management
California
$7.49M -$80.4K -1,536 -1%
Morgan Stanley
138
Morgan Stanley
New York
$7.49M +$4.29M +81,923 +134%
GCA
139
Gradient Capital Advisors
California
$7.47M +$159K +3,038 +2%
RK
140
Rather & Kittrell
Tennessee
$7.42M -$154K -2,938 -2%
RFC
141
Regions Financial Corp
Alabama
$7.31M – – –
NWM
142
Northwest Wealth Management
Iowa
$7.31M -$21.8K -417 -0.3%
MCWS
143
McKinley Carter Wealth Services
West Virginia
$7.28M -$5.6M -107,063 -43%
CWS
144
Confluence Wealth Services
Pennsylvania
$7.17M +$4.08M +77,924 +132%
Betterment LLC
145
Betterment LLC
New York
$6.84M +$3.04M +58,018 +80%
Stifel Financial
146
Stifel Financial
Missouri
$6.68M +$1.94M +37,166 +41%
Royal Bank of Canada
147
Royal Bank of Canada
Ontario, Canada
$6.52M +$1.05M +20,000 +19%
RA
148
RFG Advisory
Alabama
$6.4M -$511K -9,756 -7%
AWM
149
Activest Wealth Management
Florida
$6.4M +$724K +13,843 +13%
SWP
150
Stratos Wealth Partners
Ohio
$6.24M -$14.4K -276 -0.2%
4 5
6
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