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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.

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
1
Focus Partners Advisor Solutions
Missouri
$196M
2
Creative Planning
2
Creative Planning
Kansas
$366M
3
FFM
3
Forum Financial Management
Illinois
$221M
4
PFO
4
Pathstone Family Office
New Jersey
$27M
5
IFA
5
Index Fund Advisors
California
$327M

Top Sellers

1
CWA
1
Choice Wealth Advisors
Maine
$0
2
WFA
2
Wipfli Financial Advisors
Wisconsin
$53.1M
3
MWM
3
Modera Wealth Management
New Jersey
$38.1M
4
EK
4
Evensky & Katz
Florida
$3.13M
5
MWM
5
Merriman Wealth Management
Washington
$150M
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$466M 11,955,560 +124,494 +1%
Creative Planning
2
Creative Planning
Kansas
$366M 9,395,396 +1,044,594 +13%
IFA
3
Index Fund Advisors
California
$327M 8,395,288 +256,252 +3%
FFM
4
Forum Financial Management
Illinois
$221M 5,674,203 +344,513 +6%
FPAS
5
Focus Partners Advisor Solutions
Missouri
$196M 5,032,434 +2,792,942 +125%
MWM
6
Merriman Wealth Management
Washington
$150M 3,858,570 -97,229 -2%
SC
7
Savant Capital
Illinois
$129M 3,321,859 -22,713 -0.7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$118M 3,035,503 +18,039 +0.6%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$101M 2,600,730 +10,167 +0.4%
JTWM
10
Jackson Thornton Wealth Management
Alabama
$97.9M 2,512,331 +216,519 +9%
EP
11
Equius Partners
California
$83.5M 2,143,281 -30,681 -1%
TI
12
Truepoint Inc
Ohio
$70.5M 1,809,022 -26,678 -1%
PL
13
Plancorp LLC
Missouri
$69.3M 1,777,018 +7,367 +0.4%
WCWM
14
Willow Creek Wealth Management
California
$62.5M 1,602,594 -18,555 -1%
RCG
15
Resource Consulting Group
Florida
$61.7M 1,583,894 -15,081 -0.9%
ADL
16
Asset Dedication LLC
California
$54.5M 1,399,507 +211,581 +18%
WFA
17
Wipfli Financial Advisors
Wisconsin
$53.1M 1,362,995 -158,208 -10%
DY
18
Dowling & Yahnke
California
$51.5M 1,321,201 +11,325 +0.9%
AWP
19
Abacus Wealth Partners
California
$51.2M 1,314,413 -76,339 -5%
EAM
20
Evanson Asset Management
California
$44.9M 1,152,344 -3,104 -0.3%
QA
21
Quantitative Advantage
Minnesota
$44.4M 1,138,408 -23,973 -2%
MPM
22
MBB Public Markets
Illinois
$39.6M 1,017,047 +179,357 +21%
MWM
23
Modera Wealth Management
New Jersey
$38.1M 976,848 -150,055 -13%
EWA
24
EP Wealth Advisors
California
$35.4M 908,455 +49,189 +6%
FMWA
25
Forvis Mazars Wealth Advisors
Missouri
$33.4M 856,724 +34,155 +4%
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