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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.

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
1
Creative Planning
Kansas
$578M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$118M
3
TH
3
Team Hewins
California
$46M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$555M
5
MWM
5
Meritas Wealth Management
California
$27.9M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$24.9M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$121M
3
TWP
3
TFO Wealth Partners
Ohio
$6.93M
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$2.13M
5
IFA
5
Index Fund Advisors
California
$360M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$578M 13,148,841 +3,753,445 +40%
BSW
2
Buckingham Strategic Wealth
Missouri
$555M 12,632,215 +676,655 +6%
IFA
3
Index Fund Advisors
California
$360M 8,191,492 -203,796 -2%
FFM
4
Forum Financial Management
Illinois
$255M 5,807,423 +133,220 +2%
MWM
5
Merriman Wealth Management
Washington
$182M 4,145,519 +286,949 +7%
SC
6
Savant Capital
Illinois
$148M 3,367,567 +45,708 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$140M 3,196,262 +160,759 +5%
FPAS
8
Focus Partners Advisor Solutions
Missouri
$121M 2,745,558 -2,286,876 -45%
Corient Private Wealth
9
Corient Private Wealth
Florida
$118M 2,693,347 +2,693,347 New
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$113M 2,581,000 -19,730 -0.8%
JTWM
11
Jackson Thornton Wealth Management
Alabama
$109M 2,485,049 -27,282 -1%
EP
12
Equius Partners
California
$91.1M 2,073,628 -69,653 -3%
TI
13
Truepoint Inc
Ohio
$77.3M 1,757,974 -51,048 -3%
PL
14
Plancorp LLC
Missouri
$77.2M 1,757,330 -19,688 -1%
WCWM
15
Willow Creek Wealth Management
California
$70.7M 1,608,067 +5,473 +0.3%
RCG
16
Resource Consulting Group
Florida
$69.1M 1,571,315 -12,579 -0.8%
ADL
17
Asset Dedication LLC
California
$68.2M 1,552,654 +153,147 +11%
AWP
18
Abacus Wealth Partners
California
$59.8M 1,361,618 +47,205 +4%
MWM
19
Modera Wealth Management
New Jersey
$56.5M 1,284,870 +308,022 +32%
EAM
20
Evanson Asset Management
California
$51.1M 1,162,861 +10,517 +0.9%
QA
21
Quantitative Advantage
Minnesota
$48.9M 1,112,930 -25,478 -2%
MPM
22
MBB Public Markets
Illinois
$46M 1,047,047 +30,000 +3%
TH
23
Team Hewins
California
$46M 1,046,474 +1,046,474 New
EWA
24
EP Wealth Advisors
California
$43.5M 988,878 +80,423 +9%
AC
25
Apella Capital
Connecticut
$40.4M 918,714 +258,114 +39%
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