Dimensional US Targeted Value ETF
DFAT
DFAT
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
4% less funds holding in top 10
Funds holding in top 10: 82 → 79 (-3)
13% less capital invested
Capital invested by funds: $6.75B → $5.85B (-$900M)
Holders
505
Holding in Top 10
79
Calls
–
Puts
–
Top Buyers
| 1 | +$103M | |
| 2 | +$43.3M | |
| 3 | +$42.2M | |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$25.2M |
| 5 |
RIM
RW Investment Management
Eagle,
Idaho
|
+$21.6M |
Top Sellers
| 1 | -$146M | |
| 2 | -$10.1M | |
| 3 | -$10.1M | |
| 4 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$6.99M |
| 5 |
AWM
Activest Wealth Management
Aventure,
Florida
|
-$5.55M |