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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

474 hedge funds and large institutions have $5.4B invested in Dimensional US Targeted Value ETF in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 175 increasing their positions, 126 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+69
Holders Change %
+17.04%
% of All Funds
7.65%
Holding in Top 10
87
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+20.83%
% of All Funds
1.4%
New
92
Increased
175
Reduced
126
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$578M
2
BSW
Buckingham Strategic Wealth
Missouri
$555M
3
MWM
Modera Wealth Management
New Jersey
$56.5M
4
MWM
Merriman Wealth Management
Washington
$182M
5
Bank of America
Bank of America
North Carolina
$17.1M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$24.9M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$121M
3
TWP
TFO Wealth Partners
Ohio
$6.93M
4
CIAS
CFS Investment Advisory Services
New Jersey
$2.13M
5
IFA
Index Fund Advisors
California
$360M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
201
Park Avenue Securities
New York
$1.78M +$1.54M +35,045 +634%
US Bancorp
202
US Bancorp
Minnesota
$1.73M -$7.21K -164 -0.4%
TWP
203
Total Wealth Planning
Ohio
$1.67M -$109K -2,479 -6%
Goldman Sachs
204
Goldman Sachs
New York
$1.65M +$469K +10,677 +40%
CWS
205
Confluence Wealth Services
Pennsylvania
$1.65M +$1.31M +29,717 +384%
Morgan Stanley
206
Morgan Stanley
New York
$1.63M +$552K +12,551 +51%
GJIA
207
Glass Jacobson Investment Advisors
Maryland
$1.62M +$1.62M +36,961 New
API
208
Advisor Partners II
California
$1.62M +$525K +11,944 +48%
WFA
209
WMG Financial Advisors
Tennessee
$1.6M +$58.5K +1,332 +4%
WFA
210
Websterrogers Financial Advisors
South Carolina
$1.6M -$37.2K -847 -2%
QHA
211
Quarry Hill Advisors
Minnesota
$1.57M +$1.57M +35,739 New
HIG
212
Heritage Investment Group
Florida
$1.56M -$38.5K -875 -2%
MWPCG
213
Measured Wealth Private Client Group
New Hampshire
$1.56M -$16.2K -368 -1%
CSWM
214
Cassady Schiller Wealth Management
Ohio
$1.51M -$133K -3,015 -8%
CWM
215
CarsonAllaria Wealth Management
Illinois
$1.5M -$25.5K -580 -2%
LG
216
LAM Group
Oregon
$1.46M +$1.46M +33,202 New
AWM
217
Avior Wealth Management
Nebraska
$1.45M -$4.79K -109 -0.3%
TRCT
218
Tower Research Capital (TRC)
New York
$1.45M +$61.5K +1,399 +4%
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$1.45M -$41.9K -951 -3%
MA
220
Montag & Associates
Georgia
$1.41M – – –
RCAG
221
Rehmann Capital Advisory Group
Michigan
$1.37M -$190K -4,333 -12%
MWA
222
Mills Wealth Advisors
Texas
$1.35M +$1.35M +30,781 New
JPMPWA
223
J.P. Morgan Private Wealth Advisors
California
$1.34M +$325K +7,392 +32%
VCM
224
Versant Capital Management
Arizona
$1.33M -$41.3K -939 -3%
PAG
225
Private Advisor Group
New Jersey
$1.32M +$33.3K +1,154 +3%
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