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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

405 hedge funds and large institutions have $4.39B invested in Dimensional US Targeted Value ETF in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 179 increasing their positions, 109 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+7
Holders Change %
+1.76%
% of All Funds
7%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.25%
New
30
Increased
179
Reduced
109
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
$196M
2
Creative Planning
Creative Planning
Kansas
$366M
3
FFM
Forum Financial Management
Illinois
$221M
4
PFO
Pathstone Family Office
New Jersey
$27M
5
IFA
Index Fund Advisors
California
$327M

Top Sellers

1
CWA
Choice Wealth Advisors
Maine
$0
2
WFA
Wipfli Financial Advisors
Wisconsin
$53.1M
3
MWM
Modera Wealth Management
New Jersey
$38.1M
4
EK
Evensky & Katz
Florida
$3.13M
5
MWM
Merriman Wealth Management
Washington
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
151
Orion Portfolio Solutions
Nebraska
$2.2M -$50.6K -1,298 -2%
ACP
152
Aviance Capital Partners
Florida
$2.18M +$2.18M +55,836 New
JC
153
Jentner Corp
Ohio
$2.17M -$252K -6,459 -10%
W
154
WorthPointe
California
$2.02M +$14.2K +365 +0.7%
V
155
Veritable
Delaware
$1.99M – – –
BAG
156
Briggs Advisory Group
Rhode Island
$1.98M +$365K +9,358 +23%
JPMorgan Chase & Co
157
JPMorgan Chase & Co
New York
$1.93M +$168K +4,315 +10%
CAM
158
Cresset Asset Management
Illinois
$1.9M +$54.3K +1,394 +3%
PFGIA
159
Patriot Financial Group Insurance Agency
Massachusetts
$1.9M +$14K +360 +0.7%
BA
160
Bridgewater Advisors
New York
$1.89M -$17.5K -450 -0.9%
SC
161
Schubert & Co
Texas
$1.86M -$736K -18,886 -28%
CAN
162
Cetera Advisor Networks
California
$1.86M +$630K +16,162 +51%
DADC
163
D.A. Davidson & Co
Montana
$1.8M +$75.7K +1,942 +4%
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$1.77M -$1.37M -35,198 -44%
CAC
165
Certified Advisory Corp
Florida
$1.77M +$201K +5,155 +13%
SCM
166
SOL Capital Management
Maryland
$1.74M – – –
PAG
167
Private Advisor Group
New Jersey
$1.74M +$420K +10,768 +32%
MW
168
Marcum Wealth
Ohio
$1.69M +$1.95K +50 +0.1%
FSWA
169
Financial Synergies Wealth Advisors
Texas
$1.64M -$90.5K -2,322 -5%
LOPW
170
Live Oak Private Wealth
North Carolina
$1.63M – – –
SHFA
171
SC&H Financial Advisors
Maryland
$1.63M +$312K +8,000 +24%
TWP
172
Total Wealth Planning
Ohio
$1.57M -$94K -2,413 -6%
US Bancorp
173
US Bancorp
Minnesota
$1.54M – – –
TFA
174
Triad Financial Advisors
North Carolina
$1.51M +$529K +13,579 +54%
CSWM
175
Cassady Schiller Wealth Management
Ohio
$1.46M +$2.88K +74 +0.2%
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