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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

486 hedge funds and large institutions have $6.75B invested in Dimensional US Targeted Value ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 211 increasing their positions, 140 reducing their positions, and 15 closing their positions.

Holders
486
Holders Change
+12
Holders Change %
+2.53%
% of All Funds
7.78%
Holding in Top 10
82
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.75%
% of All Funds
1.31%
New
41
Increased
211
Reduced
140
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$1.42B
2
SC
2
Savant Capital
Illinois
$209M
3
FFM
3
Forum Financial Management
Illinois
$272M
4
RIM
4
RW Investment Management
Idaho
$34.6M
5
TWP
5
TFO Wealth Partners
Ohio
$19.6M

Top Sellers

1
QA
1
Quantitative Advantage
Minnesota
$0
2
EWA
2
EP Wealth Advisors
California
$11.7M
3
Creative Planning
3
Creative Planning
Kansas
$549M
4
PFO
4
Pathstone Family Office
New Jersey
$16.2M
5
MWM
5
Modera Wealth Management
New Jersey
$41.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$1.42B 525,553 +466,294 +787%
BSW
2
Buckingham Strategic Wealth
Missouri
$555M 12,632,215 – –
Creative Planning
3
Creative Planning
Kansas
$549M 12,332,843 -815,998 -6%
IFA
4
Index Fund Advisors
California
$359M 8,074,041 -117,451 -1%
FFM
5
Forum Financial Management
Illinois
$272M 6,119,953 +312,530 +5%
SC
6
Savant Capital
Illinois
$209M 4,690,110 +1,322,543 +39%
MWM
7
Merriman Wealth Management
Washington
$181M 4,060,351 -85,168 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$141M 3,177,240 -19,022 -0.6%
FPAS
9
Focus Partners Advisor Solutions
Missouri
$130M 2,925,965 +180,407 +7%
Corient Private Wealth
10
Corient Private Wealth
Florida
$121M 2,726,323 +32,976 +1%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$112M 2,512,877 -68,123 -3%
JTWM
12
Jackson Thornton Wealth Management
Alabama
$110M 2,466,398 -18,651 -0.8%
PL
13
Plancorp LLC
Missouri
$77.5M 1,742,599 -14,731 -0.8%
TI
14
Truepoint Inc
Ohio
$75.9M 1,705,224 -52,750 -3%
WCWM
15
Willow Creek Wealth Management
California
$73.6M 1,652,973 +44,906 +3%
ADL
16
Asset Dedication LLC
California
$72.7M 1,633,523 +80,869 +5%
RCG
17
Resource Consulting Group
Florida
$69M 1,550,790 -20,525 -1%
AWP
18
Abacus Wealth Partners
California
$58.6M 1,373,148 +11,530 +0.8%
EAM
19
Evanson Asset Management
California
$51.6M 1,158,608 -4,253 -0.4%
MPM
20
MBB Public Markets
Illinois
$47.5M 1,067,047 +20,000 +2%
TH
21
Team Hewins
California
$45.7M 1,026,469 -20,005 -2%
FMWA
22
Forvis Mazars Wealth Advisors
Missouri
$41.2M 924,998 +17,008 +2%
MWM
23
Modera Wealth Management
New Jersey
$41.1M 924,050 -360,820 -28%
BAM
24
Bayshore Asset Management
Florida
$39M 877,065 +12,632 +1%
CPA
25
Capital Performance Advisors
California
$36.6M 821,887 +3,128 +0.4%
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