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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

405 hedge funds and large institutions have $4.39B invested in Dimensional US Targeted Value ETF in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 179 increasing their positions, 109 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+7
Holders Change %
+1.76%
% of All Funds
7%
Holding in Top 10
72
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4%
% of All Funds
1.25%
New
30
Increased
179
Reduced
109
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$109M
2
Creative Planning
Creative Planning
Kansas
+$40.7M
3
FFM
Forum Financial Management
Illinois
+$13.4M
4
PFO
Pathstone Family Office
New Jersey
+$13.3M
5
IFA
Index Fund Advisors
California
+$9.99M

Top Sellers

1
CWA
Choice Wealth Advisors
Maine
-$9.36M
2
WFA
Wipfli Financial Advisors
Wisconsin
-$6.17M
3
MWM
Modera Wealth Management
New Jersey
-$5.85M
4
EK
Evensky & Katz
Florida
-$5.11M
5
MWM
Merriman Wealth Management
Washington
-$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
201
Baker Tilly Wealth Management
Wisconsin
$846K – – –
ASI
202
Advisory Services & Investments
Oregon
$845K +$9.87K +253 +1%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$804K -$469K -12,050 -37%
HWM
204
Hemington Wealth Management
Virginia
$800K -$596K -15,294 -43%
CWM
205
Curi Wealth Management
North Carolina
$787K +$1.05K +27 +0.1%
NL
206
NWAM LLC
Washington
$786K +$371K +9,533 +90%
ICG
207
InterOcean Capital Group
Tennessee
$726K – – –
NHC
208
Nicholas Hoffman & Company
Georgia
$722K – – –
DWM
209
Dakota Wealth Management
Florida
$720K -$13.8K -355 -2%
TF
210
TIAA FSB
Florida
$705K -$43.7K -1,123 -6%
AF
211
Advisornet Financial
Minnesota
$704K +$297K +7,617 +73%
HWM
212
HB Wealth Management
Georgia
$703K +$272K +6,989 +63%
FWM
213
Fortress Wealth Management
California
$697K +$103K +2,630 +17%
IPW
214
Intergy Private Wealth
Colorado
$692K +$692K +17,770 New
PMFA
215
Plante Moran Financial Advisors
Michigan
$687K +$234 +6 +0%
MCA
216
Maryland Capital Advisors
Maryland
$682K +$253K +6,491 +59%
TC
217
TownSquare Capital
Utah
$669K – – –
AA
218
Addison Advisors
Vermont
$662K -$67.5K -1,730 -9%
MPAM
219
Murphy Pohlad Asset Management
Minnesota
$644K +$1.83K +47 +0.3%
RF
220
Resolute Financial
Massachusetts
$644K +$132K +3,381 +26%
CWA
221
Clarus Wealth Advisors
Arizona
$633K -$6.41K -158 -1%
BAM
222
Baldrige Asset Management
Pennsylvania
$632K +$24.6K +631 +4%
BJL
223
Brighton Jones LLC
Washington
$631K -$4.25K -109 -0.7%
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$630K +$30.8K +791 +5%
AAS
225
Ameritas Advisory Services
Nebraska
$628K +$27.3K +700 +5%
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