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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

509 hedge funds and large institutions have $6.32B invested in Dimensional US Targeted Value ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 208 increasing their positions, 164 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
+4
Holders Change %
+0.79%
% of All Funds
8.12%
Holding in Top 10
81
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.53%
% of All Funds
1.29%
New
27
Increased
208
Reduced
164
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
$310M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$106M
3
FFM
Forum Financial Management
Illinois
$409M
4
Bank of America
Bank of America
North Carolina
$34.5M
5
SC
Savant Capital
Illinois
$233M

Top Sellers

1
LWM
LJI Wealth Management
Indiana
$2.74M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$123M
3
Creative Planning
Creative Planning
Kansas
$599M
4
AC
Asio Capital
Kentucky
$0
5
JTWM
Jackson Thornton Wealth Management
Alabama
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
176
Orion Portfolio Solutions
Nebraska
$2.87M +$11.4K +250 +0.4%
3LCM
177
3D/L Capital Management
Connecticut
$2.83M -$4.66K -102 -0.2%
Morgan Stanley
178
Morgan Stanley
New York
$2.8M +$758K +16,583 +37%
AF
179
Advisornet Financial
Minnesota
$2.76M +$519K +11,351 +23%
LWM
180
LJI Wealth Management
Indiana
$2.74M -$80.3M -1,757,610 -97%
ACG
181
Allen Capital Group
Nebraska
$2.72M +$25.4K +563 +0.9%
CWS
182
Confluence Wealth Services
Pennsylvania
$2.7M +$520K +11,386 +24%
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$2.7M +$119K +2,612 +5%
GWM
184
Grand Wealth Management
Michigan
$2.55M +$16.8K +367 +0.7%
EWA
185
Exencial Wealth Advisors
Oklahoma
$2.54M -$30.6K -669 -1%
TC
186
TAGStone Capital
North Carolina
$2.52M -$6.85K -150 -0.3%
EWA
187
EverSource Wealth Advisors
Alabama
$2.5M -$72.4K -1,585 -3%
Citadel Advisors
188
Citadel Advisors
Florida
$2.44M +$2.44M +53,361 New
PAS
189
Park Avenue Securities
New York
$2.41M +$124K +2,703 +5%
MA
190
Mutual Advisors
Nebraska
$2.38M -$73.3K -1,605 -3%
W
191
WorthPointe
California
$2.35M -$55.4K -1,213 -2%
MWA
192
Mills Wealth Advisors
Texas
$2.28M -$127K -2,773 -5%
AC
193
Applied Capital
Arkansas
$2.28M -$8.57K -176 -0.4%
JC
194
Jentner Corp
Ohio
$2.27M -$18.6K -406 -0.8%
DWA
195
Delap Wealth Advisory
Oregon
$2.26M -$33.9K -743 -1%
SCM
196
SOL Capital Management
Maryland
$2.23M – – –
TFA
197
Triad Financial Advisors
North Carolina
$2.22M +$226K +4,950 +11%
CAC
198
Certified Advisory Corp
Florida
$2.13M -$774K -16,934 -27%
PAG
199
Private Advisor Group
New Jersey
$2.13M +$16K +350 +0.8%
PFGIA
200
Patriot Financial Group Insurance Agency
Massachusetts
$2.09M +$9.6K +210 +0.5%
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