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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

509 hedge funds and large institutions have $6.32B invested in Dimensional US Targeted Value ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 208 increasing their positions, 164 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.12%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
1.29%
New
27
Increased
208
Reduced
164
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
$310M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$106M
3
FFM
Forum Financial Management
Illinois
$409M
4
Bank of America
Bank of America
North Carolina
$34.5M
5
SC
Savant Capital
Illinois
$233M

Top Sellers

1
LWM
LJI Wealth Management
Indiana
$2.74M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$123M
3
Creative Planning
Creative Planning
Kansas
$599M
4
AC
Asio Capital
Kentucky
$0
5
JTWM
Jackson Thornton Wealth Management
Alabama
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
151
Stifel Financial
Missouri
$4.13M -$1.27M -27,899 -24%
CIAS
152
CFS Investment Advisory Services
New Jersey
$4.12M +$951K +20,820 +30%
WA
153
Wealthstream Advisors
New York
$4.08M – – –
SC
154
Shearwater Capital
Colorado
$4.04M -$18.6K -408 -0.5%
RFA
155
RTD Financial Advisors
Pennsylvania
$3.99M -$55.3K -1,210 -1%
CAN
156
Cetera Advisor Networks
California
$3.98M +$1.4M +30,617 +54%
UCFA
157
United Capital Financial Advisors
Texas
$3.93M -$17.3K -379 -0.4%
SWM
158
Soundmark Wealth Management
Washington
$3.9M -$14.3K -314 -0.4%
CA
159
Claris Advisors
Missouri
$3.73M -$22.1K -484 -0.6%
SDWIA
160
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.66M +$34.8K +762 +1%
DPI
161
Diversified Portfolios Inc
Michigan
$3.62M -$3.61K -79 -0.1%
SRWM
162
Shira Ridge Wealth Management
California
$3.59M +$76.3K +1,670 +2%
LFA
163
Level Financial Advisors
New York
$3.58M -$44.1K -966 -1%
CSB
164
City State Bank
Iowa
$3.58M +$188K +4,105 +6%
B
165
BetterWealth
California
$3.48M -$68.7K -1,503 -2%
EK
166
Evensky & Katz
Florida
$3.39M -$113K -2,480 -3%
BAG
167
Briggs Advisory Group
Rhode Island
$3.39M +$157K +3,447 +5%
Betterment LLC
168
Betterment LLC
New York
$3.32M +$1.71M +37,443 +106%
TWP
169
Total Wealth Planning
Ohio
$3.24M +$1.53M +33,519 +89%
EA
170
Efficient Advisors
Ohio
$3.11M -$152K -3,329 -5%
SHFA
171
SC&H Financial Advisors
Maryland
$3.06M +$248K +5,418 +9%
FGAM
172
Financial Gravity Asset Management
Texas
$3.05M +$2.88M +4,068 +1,800%
AFS
173
Annapolis Financial Services
Maryland
$2.9M +$22.7K +497 +0.8%
KA
174
Klingman & Associates
New York
$2.87M -$9.14K -200 -0.3%
BCI
175
Brinker Capital Investments
Pennsylvania
$2.87M +$11.4K +250 +0.4%
5 6
7
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