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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 %
JPMorgan Chase & Co
151
JPMorgan Chase & Co
New York
$3.83M +$1.65M +37,594 +76%
SWM
152
Soundmark Wealth Management
Washington
$3.81M +$6.15K +140 +0.2%
DPI
153
Diversified Portfolios Inc
Michigan
$3.61M -$141K -3,200 -4%
CA
154
Claris Advisors
Missouri
$3.49M -$103K -2,348 -3%
LFA
155
Level Financial Advisors
New York
$3.49M -$28.2K -642 -0.8%
EK
156
Evensky & Katz
Florida
$3.36M -$171K -3,898 -5%
WPW
157
Watershed Private Wealth
Illinois
$3.32M +$3.32M +75,448 New
CSB
158
City State Bank
Iowa
$3.27M +$602K +13,700 +23%
SRWM
159
Shira Ridge Wealth Management
California
$3.25M +$3.25M +74,000 New
SIAG
160
Safeguard Investment Advisory Group
California
$3.23M +$349K +7,949 +12%
KCM
161
KM Capital Management
Texas
$3.23M +$3.23M +73,546 New
CPWM
162
Cypress Point Wealth Management
Texas
$3.17M +$2.06M +46,921 +186%
3LCM
163
3D/L Capital Management
Connecticut
$3.02M -$102K -2,322 -3%
AWM
164
Activest Wealth Management
Florida
$2.97M +$2.97M +67,681 New
EA
165
Efficient Advisors
Ohio
$2.96M +$2.68M +61,048 +955%
SDWIA
166
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.96M +$14.9K +340 +0.5%
AFS
167
Annapolis Financial Services
Maryland
$2.84M -$1.01M -22,899 -26%
TI
168
tru Independence
Oregon
$2.8M -$28.5K -649 -1%
KA
169
Klingman & Associates
New York
$2.78M -$41.9K -953 -1%
TCM
170
True Capital Management
California
$2.7M +$2.7M +61,438 New
LWM
171
LJI Wealth Management
Indiana
$2.65M +$2.65M +60,240 New
EWA
172
Exencial Wealth Advisors
Oklahoma
$2.63M -$333K -7,569 -11%
OPS
173
Orion Portfolio Solutions
Nebraska
$2.57M +$87.3K +1,987 +4%
EWA
174
EverSource Wealth Advisors
Alabama
$2.51M – – –
DWA
175
Delap Wealth Advisory
Oregon
$2.49M +$2.49M +56,568 New
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