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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.

Holders
505
Holders Change
+19
Holders Change %
+3.91%
% of All Funds
7.97%
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
1
Forum Financial Management
Illinois
$387M
2
AC
2
Apella Capital
Connecticut
$57.1M
3
EWA
3
EP Wealth Advisors
California
$54.4M
4
Creative Planning
4
Creative Planning
Kansas
$614M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$25.6M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$42.7M
2
CWA
2
Consilio Wealth Advisors
Washington
$0
3
Bank of America
3
Bank of America
North Carolina
$12.2M
4
SIS
4
Strategic Investment Solutions
Illinois
$3.9M
5
AWM
5
Activest Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$614M 13,243,059 +910,216 +7%
BSW
2
Buckingham Strategic Wealth
Missouri
$596M 12,847,184 +214,969 +2%
FFM
3
Forum Financial Management
Illinois
$387M 8,349,302 +2,229,349 +36%
IFA
4
Index Fund Advisors
California
$371M 8,000,576 -73,465 -0.9%
SC
5
Savant Capital
Illinois
$216M 4,661,601 -28,509 -0.6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$150M 3,230,719 +53,479 +2%
FPAS
7
Focus Partners Advisor Solutions
Missouri
$140M 3,007,127 +81,162 +3%
Corient Private Wealth
8
Corient Private Wealth
Florida
$128M 2,757,374 +31,051 +1%
JTWM
9
Jackson Thornton Wealth Management
Alabama
$125M 2,693,786 +227,388 +9%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$114M 2,461,107 -51,770 -2%
ADL
11
Asset Dedication LLC
California
$83M 1,788,402 +154,879 +9%
PL
12
Plancorp LLC
Missouri
$80.5M 1,735,483 -7,116 -0.4%
WCWM
13
Willow Creek Wealth Management
California
$78.2M 1,684,861 +31,888 +2%
TI
14
Truepoint Inc
Ohio
$78.1M 1,682,556 -22,668 -1%
RCG
15
Resource Consulting Group
Florida
$73.5M 1,584,561 +33,771 +2%
AWP
16
Abacus Wealth Partners
California
$63.5M 1,369,205 -3,943 -0.3%
RIM
17
RW Investment Management
Idaho
$57.6M 1,242,649 +466,069 +60%
AC
18
Apella Capital
Connecticut
$57.1M 1,231,849 +1,231,849 New
EWA
19
EP Wealth Advisors
California
$54.4M 1,083,013 +861,927 +390%
EAM
20
Evanson Asset Management
California
$53.4M 1,150,462 -8,146 -0.7%
MPM
21
MBB Public Markets
Illinois
$49.5M 1,067,047 – –
PFA
22
Pure Financial Advisors
California
$49.1M 1,058,720 +341,683 +48%
TH
23
Team Hewins
California
$47.5M 1,023,768 -2,701 -0.3%
FMWA
24
Forvis Mazars Wealth Advisors
Missouri
$44.9M 966,821 +41,823 +5%
BAM
25
Bayshore Asset Management
Florida
$44M 912,129 +35,064 +4%
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