Dimensional US Targeted Value ETF
DFAT
DFAT
486 hedge funds and large institutions have $6.75B invested in Dimensional US Targeted Value ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 211 increasing their positions, 140 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
2.61% less ownership
Funds ownership: 73.03% → 70.43% (-2.6%)
6% less funds holding in top 10
Funds holding in top 10: 87 → 82 (-5)
Holders
486
Holding in Top 10
82
Calls
–
Puts
–
Top Buyers
| 1 | +$1.26B | |
| 2 | +$58.9M | |
| 3 | +$13.9M | |
| 4 |
RIM
RW Investment Management
Eagle,
Idaho
|
+$13.7M |
| 5 |
TWP
TFO Wealth Partners
Maumee,
Ohio
|
+$13.6M |
Top Sellers
| 1 | -$48.9M | |
| 2 | -$40.5M | |
| 3 | -$36.3M | |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$16.4M |
| 5 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$16.1M |