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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
+$103M
2
EWA
EP Wealth Advisors
California
+$43.3M
3
Creative Planning
Creative Planning
Kansas
+$42.2M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$25.2M
5
RIM
RW Investment Management
Idaho
+$21.6M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$146M
2
CWA
Consilio Wealth Advisors
Washington
-$10.1M
3
Bank of America
Bank of America
North Carolina
-$10.1M
4
SIS
Strategic Investment Solutions
Illinois
-$6.99M
5
AWM
Activest Wealth Management
Florida
-$5.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
201
Integrated Wealth Concepts
Massachusetts
$1.94M -$31.8K -686 -2%
LOPW
202
Live Oak Private Wealth
North Carolina
$1.94M – – –
WRPWM
203
Werba Rubin Papier Wealth Management
California
$1.9M -$5.01K -108 -0.3%
MWM
204
Mattern Wealth Management
Kansas
$1.87M -$1.19M -25,754 -39%
TWP
205
Tempus Wealth Planning
California
$1.86M +$1.86M +39,994 New
WAP
206
Wealthcare Advisory Partners
Pennsylvania
$1.85M +$345K +7,429 +23%
BA
207
Bridgewater Advisors
New York
$1.84M – – –
TRCT
208
Tower Research Capital (TRC)
New York
$1.8M +$1.8M +38,798 New
GJIA
209
Glass Jacobson Investment Advisors
Maryland
$1.78M +$1.78M +38,414 New
CSWM
210
Cassady Schiller Wealth Management
Ohio
$1.74M – – –
TWP
211
Total Wealth Planning
Ohio
$1.74M -$5.15K -111 -0.3%
TI
212
tru Independence
Oregon
$1.73M -$41.8K -901 -2%
US Bancorp
213
US Bancorp
Minnesota
$1.72M -$928 -20 -0.1%
DI
214
DFPG Investments
Utah
$1.72M +$998K +20,381 +139%
API
215
Advisor Partners II
California
$1.7M – – –
KP
216
Keel Point
Alabama
$1.65M +$1.05M +22,595 +175%
Betterment LLC
217
Betterment LLC
New York
$1.64M +$648K +13,964 +66%
RCAG
218
Rehmann Capital Advisory Group
Michigan
$1.63M +$53.5K +1,154 +3%
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$1.62M +$108K +2,334 +7%
MWPCG
220
Measured Wealth Private Client Group
New Hampshire
$1.59M – – –
HIG
221
Heritage Investment Group
Florida
$1.58M -$48K -1,035 -3%
CWM
222
CarsonAllaria Wealth Management
Illinois
$1.58M -$4.73K -102 -0.3%
Northern Trust
223
Northern Trust
Illinois
$1.57M -$50.9K -1,097 -3%
FSWA
224
Financial Synergies Wealth Advisors
Texas
$1.56M -$317K -6,833 -17%
LG
225
LAM Group
Oregon
$1.53M +$2.97K +64 +0.2%
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