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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 %
LOPW
201
Live Oak Private Wealth
North Carolina
$1.91M – – –
WRPWM
202
Werba Rubin Papier Wealth Management
California
$1.87M +$4.75K +104 +0.3%
MW
203
Marcum Wealth
Ohio
$1.86M -$81.1K -1,774 -4%
IWC
204
Integrated Wealth Concepts
Massachusetts
$1.85M -$65.1K -1,425 -3%
MWM
205
Mattern Wealth Management
Kansas
$1.83M -$8.22K -180 -0.4%
BA
206
Bridgewater Advisors
New York
$1.8M -$7.58K -166 -0.4%
US Bancorp
207
US Bancorp
Minnesota
$1.77M +$77.1K +1,688 +5%
CSWM
208
Cassady Schiller Wealth Management
Ohio
$1.71M – – –
GJIA
209
Glass Jacobson Investment Advisors
Maryland
$1.71M -$49.2K -1,076 -3%
API
210
Advisor Partners II
California
$1.69M +$16K +351 +1%
SC
211
Schubert & Co
Texas
$1.68M -$232K -5,081 -12%
Two Sigma Investments
212
Two Sigma Investments
New York
$1.67M +$1.67M +36,600 New
IWM
213
IHT Wealth Management
Illinois
$1.65M +$374K +8,182 +29%
PWMG
214
Pioneer Wealth Management Group
Texas
$1.65M +$615K +13,469 +60%
KP
215
Keel Point
Alabama
$1.62M – – –
TI
216
tru Independence
Oregon
$1.6M -$107K -2,351 -6%
Bank of Montreal
217
Bank of Montreal
Ontario, Canada
$1.56M -$110K -2,315 -7%
CWM
218
CarsonAllaria Wealth Management
Illinois
$1.55M -$4.25K -93 -0.3%
HIG
219
Heritage Investment Group
Florida
$1.55M -$9.78K -214 -0.6%
OFP
220
OLIO Financial Planning
Virginia
$1.55M +$301K +6,582 +24%
MWPCG
221
Measured Wealth Private Client Group
New Hampshire
$1.54M -$25.7K -562 -2%
RWA
222
Rooted Wealth Advisors
Illinois
$1.54M +$1.54M +32,852 New
FSWA
223
Financial Synergies Wealth Advisors
Texas
$1.53M -$3.75K -82 -0.2%
LG
224
LAM Group
Oregon
$1.51M – – –
Northern Trust
225
Northern Trust
Illinois
$1.48M -$62.6K -1,370 -4%
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9
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