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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

595 hedge funds and large institutions have $7.37B invested in Dimensional US Targeted Value ETF in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 205 increasing their positions, 175 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+86
Holders Change %
+16.9%
% of All Funds
8.72%
Holding in Top 10
97
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.75%
% of All Funds
1.42%
New
109
Increased
205
Reduced
175
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$714M
2
PFA
2
Pure Financial Advisors
California
$92.9M
3
SC
3
Savant Capital
Illinois
$284M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$153M
5
FFM
5
Forum Financial Management
Illinois
$480M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$12.5M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$141M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.75M
4
MWM
4
Meritas Wealth Management
California
$24.9M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
176
Shearwater Capital
Colorado
$4.65M +$28.2K +538 +0.6%
RFA
177
RTD Financial Advisors
Pennsylvania
$4.52M -$48.1K -920 -1%
TC
178
TAGStone Capital
North Carolina
$4.5M +$1.61M +30,818 +56%
SWM
179
Soundmark Wealth Management
Washington
$4.42M -$45.6K -871 -1%
WA
180
Wealthstream Advisors
New York
$4.31M -$359K -6,869 -8%
CA
181
Claris Advisors
Missouri
$4.15M -$123K -2,346 -3%
SRWM
182
Shira Ridge Wealth Management
California
$4.13M +$25.4K +485 +0.6%
DPI
183
Diversified Portfolios Inc
Michigan
$4.12M -$35.5K -679 -0.9%
LFA
184
Level Financial Advisors
New York
$4.03M -$74.2K -1,417 -2%
B
185
BetterWealth
California
$4M +$12.6K +241 +0.3%
TWD
186
True Wealth Design
Ohio
$3.97M -$794K -15,165 -17%
AFS
187
Annapolis Financial Services
Maryland
$3.92M +$596K +11,380 +18%
EK
188
Evensky & Katz
Florida
$3.89M +$12.2K +234 +0.3%
BI
189
Berkeley Inc
Idaho
$3.8M +$3.8M +72,548 New
TWP
190
Total Wealth Planning
Ohio
$3.66M -$56K -1,070 -2%
OIA
191
OneDigital Investment Advisors
Kansas
$3.63M +$3.63M +69,278 New
SHFA
192
SC&H Financial Advisors
Maryland
$3.53M +$22.7K +433 +0.6%
CSB
193
City State Bank
Iowa
$3.52M -$581K -11,107 -14%
PAS
194
Park Avenue Securities
New York
$3.51M +$753K +14,391 +27%
EWA
195
Exencial Wealth Advisors
Oklahoma
$3.42M +$517K +9,871 +18%
EA
196
Efficient Advisors
Ohio
$3.33M -$235K -4,484 -7%
KA
197
Klingman & Associates
New York
$3.26M -$30.5K -582 -0.9%
PWS
198
Physician Wealth Solutions
Nevada
$3.2M +$3.2M +61,067 New
FIM
199
Freedom Investment Management
Connecticut
$3.19M +$3.19M +60,908 New
LWM
200
LJI Wealth Management
Indiana
$3.15M +$8.11K +155 +0.3%
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