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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

505 hedge funds and large institutions have $5.85B invested in Dimensional US Targeted Value ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 196 increasing their positions, 155 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
+19
Holders Change %
+3.91%
% of All Funds
7.96%
Holding in Top 10
79
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.66%
% of All Funds
1.25%
New
40
Increased
196
Reduced
155
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
$387M
2
EWA
EP Wealth Advisors
California
$54.4M
3
Creative Planning
Creative Planning
Kansas
$614M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$25.6M
5
RIM
RW Investment Management
Idaho
$57.6M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
$42.7M
2
CWA
Consilio Wealth Advisors
Washington
$0
3
Bank of America
Bank of America
North Carolina
$12.2M
4
SIS
Strategic Investment Solutions
Illinois
$3.9M
5
AWM
Activest Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
151
RTD Financial Advisors
Pennsylvania
$4.11M -$30.9K -667 -0.7%
UCFA
152
United Capital Financial Advisors
Texas
$4M -$98.8K -2,129 -2%
SWM
153
Soundmark Wealth Management
Washington
$3.97M -$47.2K -1,017 -1%
SIS
154
Strategic Investment Solutions
Illinois
$3.9M -$6.99M -163,729 -64%
CA
155
Claris Advisors
Missouri
$3.81M +$135K +2,911 +4%
DPI
156
Diversified Portfolios Inc
Michigan
$3.68M -$82.2K -1,771 -2%
LFA
157
Level Financial Advisors
New York
$3.68M +$186 +4 +0%
SDWIA
158
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.68M +$320K +6,890 +10%
B
159
BetterWealth
California
$3.6M -$740K -15,955 -17%
SRWM
160
Shira Ridge Wealth Management
California
$3.56M -$18.6K -400 -0.5%
EK
161
Evensky & Katz
Florida
$3.55M -$185K -3,988 -5%
CSB
162
City State Bank
Iowa
$3.44M -$135K -2,915 -4%
EA
163
Efficient Advisors
Ohio
$3.31M +$317K +6,828 +11%
BAG
164
Briggs Advisory Group
Rhode Island
$3.28M +$580K +12,509 +22%
CIAS
165
CFS Investment Advisory Services
New Jersey
$3.22M +$280K +6,032 +10%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$3.02M +$2.02M +43,582 +203%
CAC
167
Certified Advisory Corp
Florida
$2.95M +$314K +6,773 +12%
KA
168
Klingman & Associates
New York
$2.93M – – –
AFS
169
Annapolis Financial Services
Maryland
$2.93M -$126K -2,726 -4%
BCI
170
Brinker Capital Investments
Pennsylvania
$2.9M +$54.2K +1,169 +2%
OPS
171
Orion Portfolio Solutions
Nebraska
$2.9M +$54.2K +1,169 +2%
3LCM
172
3D/L Capital Management
Connecticut
$2.88M -$80.9K -1,743 -3%
SHFA
173
SC&H Financial Advisors
Maryland
$2.86M +$402K +8,667 +16%
LWM
174
LJI Wealth Management
Indiana
$2.81M +$2.72M +1,757,251 +2,910%
ACG
175
Allen Capital Group
Nebraska
$2.77M +$157K +3,390 +6%
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