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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

595 hedge funds and large institutions have $7.37B invested in Dimensional US Targeted Value ETF in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 205 increasing their positions, 175 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+86
Holders Change %
+16.9%
% of All Funds
8.72%
Holding in Top 10
97
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.75%
% of All Funds
1.42%
New
109
Increased
205
Reduced
175
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$714M
2
PFA
2
Pure Financial Advisors
California
$92.9M
3
SC
3
Savant Capital
Illinois
$284M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$153M
5
FFM
5
Forum Financial Management
Illinois
$480M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$12.5M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$141M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.75M
4
MWM
4
Meritas Wealth Management
California
$24.9M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAS
151
Mason Investment Advisory Services
Virginia
$6.16M – – –
VCA
152
Verdence Capital Advisors
Maryland
$6.14M – – –
DADC
153
D.A. Davidson & Co
Montana
$6.07M -$1.14M -21,743 -16%
FWM
154
FMB Wealth Management
California
$6.04M -$210K -4,008 -3%
FWS
155
FinDec Wealth Services
California
$5.97M -$1.36M -26,055 -19%
MCM
156
MAI Capital Management
Ohio
$5.97M -$45.9K -878 -0.8%
CAN
157
Cetera Advisor Networks
California
$5.78M +$1.23M +23,466 +27%
WPW
158
Watershed Private Wealth
Illinois
$5.71M -$164K -3,130 -3%
CTWM
159
Cherry Tree Wealth Management
Minnesota
$5.7M -$86.9K -1,661 -2%
SC
160
Schoolcraft Capital
Colorado
$5.69M -$327K -6,252 -5%
1WM
161
1900 Wealth Management
Texas
$5.59M -$343K -6,556 -6%
RLIM
162
Red Lighthouse Investment Management
New York
$5.57M -$147K -2,801 -3%
NA
163
NewEdge Advisors
Louisiana
$5.51M +$4.77M +93,156 +651%
CPWM
164
Cypress Point Wealth Management
Texas
$5.46M -$4.35M -83,037 -44%
O3W
165
Omni 360 Wealth
New Jersey
$5.45M +$5.45M +104,137 New
CAM
166
Cresset Asset Management
Illinois
$5.42M -$1.45M -27,651 -21%
JWS
167
Juncture Wealth Strategies
Arizona
$5.37M +$400K +7,653 +8%
GC
168
Gibson Capital
Pennsylvania
$5.33M -$2.36K -45 -0%
DI
169
Disciplined Investments
Oklahoma
$5.09M -$265K -5,060 -5%
BMD
170
Better Money Decisions
New Mexico
$5.06M +$3.96M +75,707 +361%
CIAS
171
CFS Investment Advisory Services
New Jersey
$4.91M +$187K +3,572 +4%
PWIA
172
Porter White Investment Advisors
Alabama
$4.82M -$226K -4,313 -4%
PWMG
173
Private Wealth Management Group
New Jersey
$4.79M +$4.79M +91,503 New
Osaic Holdings
174
Osaic Holdings
Arizona
$4.75M -$14.8M -282,193 -76%
SDWIA
175
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.75M +$560K +10,695 +13%
5 6
7
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