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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

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
Holders
505
Holders Change
+19
Holders Change %
+3.91%
% of All Funds
7.96%
Holding in Top 10
79
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.66%
% of All Funds
1.25%
New
40
Increased
196
Reduced
155
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
$387M
2
EWA
EP Wealth Advisors
California
$54.4M
3
Creative Planning
Creative Planning
Kansas
$614M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$25.6M
5
RIM
RW Investment Management
Idaho
$57.6M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
$42.7M
2
CWA
Consilio Wealth Advisors
Washington
$0
3
Bank of America
Bank of America
North Carolina
$12.2M
4
SIS
Strategic Investment Solutions
Illinois
$3.9M
5
AWM
Activest Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
176
Aviance Capital Partners
Florida
$2.72M +$88.7K +1,912 +3%
CAN
177
Cetera Advisor Networks
California
$2.62M +$97.9K +2,110 +4%
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$2.62M +$103K +2,225 +4%
EWA
179
Exencial Wealth Advisors
Oklahoma
$2.61M -$116K -2,508 -4%
EWA
180
EverSource Wealth Advisors
Alabama
$2.61M -$27K -582 -1%
TC
181
TAGStone Capital
North Carolina
$2.57M -$1.44K -31 -0.1%
GWM
182
Grand Wealth Management
Michigan
$2.57M -$26.7K -576 -1%
MA
183
Mutual Advisors
Nebraska
$2.49M +$55.4K +1,195 +2%
MWA
184
Mills Wealth Advisors
Texas
$2.45M +$346K +7,469 +17%
W
185
WorthPointe
California
$2.44M +$6.77K +146 +0.3%
V
186
Veritable
Delaware
$2.36M – – –
DWA
187
Delap Wealth Advisory
Oregon
$2.33M -$173K -3,725 -7%
JC
188
Jentner Corp
Ohio
$2.32M -$38.8K -836 -2%
PAS
189
Park Avenue Securities
New York
$2.32M +$257K +5,543 +12%
AF
190
Advisornet Financial
Minnesota
$2.27M +$753K +16,227 +50%
SCM
191
SOL Capital Management
Maryland
$2.26M +$62.6K +1,350 +3%
PAG
192
Private Advisor Group
New Jersey
$2.24M -$43K -886 -2%
CWS
193
Confluence Wealth Services
Pennsylvania
$2.22M +$251K +5,401 +13%
AC
194
Applied Capital
Arkansas
$2.18M -$92.1K -1,985 -4%
PFGIA
195
Patriot Financial Group Insurance Agency
Massachusetts
$2.11M +$150K +3,227 +8%
Morgan Stanley
196
Morgan Stanley
New York
$2.07M +$222K +4,789 +12%
TFA
197
Triad Financial Advisors
North Carolina
$2.03M +$214K +4,605 +12%
Royal Bank of Canada
198
Royal Bank of Canada
Ontario, Canada
$2.02M -$1.15M -24,717 -36%
MW
199
Marcum Wealth
Ohio
$1.97M +$1.25K +27 +0.1%
SC
200
Schubert & Co
Texas
$1.94M +$3.53K +76 +0.2%
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