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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

405 hedge funds and large institutions have $4.39B invested in Dimensional US Targeted Value ETF in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 179 increasing their positions, 109 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+7
Holders Change %
+1.76%
% of All Funds
7%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.25%
New
30
Increased
179
Reduced
109
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
$196M
2
Creative Planning
Creative Planning
Kansas
$366M
3
FFM
Forum Financial Management
Illinois
$221M
4
PFO
Pathstone Family Office
New Jersey
$27M
5
IFA
Index Fund Advisors
California
$327M

Top Sellers

1
CWA
Choice Wealth Advisors
Maine
$0
2
WFA
Wipfli Financial Advisors
Wisconsin
$53.1M
3
MWM
Modera Wealth Management
New Jersey
$38.1M
4
EK
Evensky & Katz
Florida
$3.13M
5
MWM
Merriman Wealth Management
Washington
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
176
Websterrogers Financial Advisors
South Carolina
$1.45M -$53.3K -1,367 -4%
HIG
177
Heritage Investment Group
Florida
$1.42M -$43.8K -1,125 -3%
MWPCG
178
Measured Wealth Private Client Group
New Hampshire
$1.4M – – –
RCAG
179
Rehmann Capital Advisory Group
Michigan
$1.38M +$752K +19,308 +120%
WFA
180
WMG Financial Advisors
Tennessee
$1.37M +$131K +3,350 +11%
CWM
181
CarsonAllaria Wealth Management
Illinois
$1.35M +$3.43K +88 +0.3%
AWM
182
Avior Wealth Management
Nebraska
$1.29M -$4.33K -111 -0.3%
Royal Bank of Canada
183
Royal Bank of Canada
Ontario, Canada
$1.26M +$564K +14,474 +82%
MA
184
Montag & Associates
Georgia
$1.25M – – –
TRCT
185
Tower Research Capital (TRC)
New York
$1.23M +$100K +2,579 +9%
VCM
186
Versant Capital Management
Arizona
$1.22M +$5.85K +150 +0.5%
ZF
187
Zhang Financial
Michigan
$1.07M +$3.59K +92 +0.3%
Goldman Sachs
188
Goldman Sachs
New York
$1.04M +$1.04M +26,787 New
Northern Trust
189
Northern Trust
Illinois
$1.04M -$1.06M -27,260 -51%
IWC
190
Integrated Wealth Concepts
Massachusetts
$1.03M +$4.99K +128 +0.5%
TFA
191
Tobias Financial Advisors
Florida
$1.02M -$1.11M -28,526 -52%
CPWM
192
Cypress Point Wealth Management
Texas
$985K +$324K +8,310 +49%
IAG
193
Investmark Advisory Group
Connecticut
$975K +$397K +10,192 +69%
API
194
Advisor Partners II
California
$968K +$968K +24,844 New
Morgan Stanley
195
Morgan Stanley
New York
$959K +$243K +6,238 +34%
JWA
196
JFS Wealth Advisors
Pennsylvania
$940K +$780 +20 +0.1%
MA
197
Mutual Advisors
Nebraska
$928K +$50.2K +1,288 +6%
PIFP
198
Partners in Financial Planning
Virginia
$924K +$1.78K +39 +0.2%
JPMPWA
199
J.P. Morgan Private Wealth Advisors
California
$898K -$162K -4,143 -15%
MWM
200
Mission Wealth Management
California
$874K -$37.6K -965 -4%
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