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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

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
Holders
486
Holders Change
+12
Holders Change %
+2.53%
% of All Funds
7.78%
Holding in Top 10
82
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.75%
% of All Funds
1.31%
New
41
Increased
211
Reduced
140
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$1.42B
2
SC
Savant Capital
Illinois
$209M
3
FFM
Forum Financial Management
Illinois
$272M
4
RIM
RW Investment Management
Idaho
$34.6M
5
TWP
TFO Wealth Partners
Ohio
$19.6M

Top Sellers

1
QA
Quantitative Advantage
Minnesota
$0
2
EWA
EP Wealth Advisors
California
$11.7M
3
Creative Planning
Creative Planning
Kansas
$549M
4
PFO
Pathstone Family Office
New Jersey
$16.2M
5
MWM
Modera Wealth Management
New Jersey
$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
176
TAGStone Capital
North Carolina
$2.47M -$2.98K -67 -0.1%
CAN
177
Cetera Advisor Networks
California
$2.42M +$144K +3,225 +6%
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$2.41M +$463K +10,394 +24%
DWA
179
Delap Wealth Advisory
Oregon
$2.4M -$113K -2,530 -4%
SHFA
180
SC&H Financial Advisors
Maryland
$2.36M +$356K +8,003 +18%
W
181
WorthPointe
California
$2.34M +$82.9K +1,862 +4%
MA
182
Mutual Advisors
Nebraska
$2.34M +$152K +3,423 +7%
V
183
Veritable
Delaware
$2.27M – – –
JC
184
Jentner Corp
Ohio
$2.27M -$189K -4,238 -8%
CAM
185
Cresset Asset Management
Illinois
$2.18M -$25K -562 -1%
AC
186
Applied Capital
Arkansas
$2.18M -$93.4K -2,098 -4%
SCM
187
SOL Capital Management
Maryland
$2.11M +$119K +2,667 +6%
PAG
188
Private Advisor Group
New Jersey
$2.09M +$60.8K +1,367 +3%
MWA
189
Mills Wealth Advisors
Texas
$2.01M +$644K +14,469 +47%
PAS
190
Park Avenue Securities
New York
$1.98M +$174K +3,900 +10%
KCM
191
KM Capital Management
Texas
$1.93M -$1.34M -30,128 -41%
IWC
192
Integrated Wealth Concepts
Massachusetts
$1.89M +$666K +14,963 +54%
MW
193
Marcum Wealth
Ohio
$1.89M +$4.14K +93 +0.2%
CWS
194
Confluence Wealth Services
Pennsylvania
$1.89M +$220K +4,946 +13%
PFGIA
195
Patriot Financial Group Insurance Agency
Massachusetts
$1.88M -$70.4K -1,582 -4%
LOPW
196
Live Oak Private Wealth
North Carolina
$1.86M – – –
Goldman Sachs
197
Goldman Sachs
New York
$1.86M +$194K +4,353 +12%
SC
198
Schubert & Co
Texas
$1.86M +$2.63K +59 +0.1%
WRPWM
199
Werba Rubin Papier Wealth Management
California
$1.82M -$226K -5,080 -11%
FSWA
200
Financial Synergies Wealth Advisors
Texas
$1.8M -$72.7K -1,633 -4%
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