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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.

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
1
Strategic Investment Solutions
Illinois
$310M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$106M
3
FFM
3
Forum Financial Management
Illinois
$409M
4
Bank of America
4
Bank of America
North Carolina
$34.5M
5
SC
5
Savant Capital
Illinois
$233M

Top Sellers

1
LWM
1
LJI Wealth Management
Indiana
$2.74M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$123M
3
Creative Planning
3
Creative Planning
Kansas
$599M
4
AC
4
Asio Capital
Kentucky
$0
5
JTWM
5
Jackson Thornton Wealth Management
Alabama
$118M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$599M 13,103,849 -139,210 -1%
BSW
2
Buckingham Strategic Wealth
Missouri
$586M 12,816,287 -30,897 -0.2%
FFM
3
Forum Financial Management
Illinois
$409M 8,948,684 +599,382 +7%
IFA
4
Index Fund Advisors
California
$363M 7,952,829 -47,747 -0.6%
SIS
5
Strategic Investment Solutions
Illinois
$310M 6,530,678 +6,439,185 +7,038%
SC
6
Savant Capital
Illinois
$233M 5,108,102 +446,501 +10%
FPAS
7
Focus Partners Advisor Solutions
Missouri
$138M 3,018,185 +11,058 +0.4%
Corient Private Wealth
8
Corient Private Wealth
Florida
$125M 2,738,423 -18,951 -0.7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$123M 2,697,642 -533,077 -17%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$123M 2,691,662 +230,555 +9%
JTWM
11
Jackson Thornton Wealth Management
Alabama
$118M 2,586,641 -107,145 -4%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$106M 2,313,971 +2,303,657 +22,335%
ADL
13
Asset Dedication LLC
California
$85.3M 1,867,477 +79,075 +4%
PL
14
Plancorp LLC
Missouri
$78.7M 1,723,001 -12,482 -0.7%
WCWM
15
Willow Creek Wealth Management
California
$78.3M 1,713,713 +28,852 +2%
TI
16
Truepoint Inc
Ohio
$75.9M 1,661,807 -20,749 -1%
RCG
17
Resource Consulting Group
Florida
$72.4M 1,584,845 +284 +0%
RIM
18
RW Investment Management
Idaho
$69.5M 1,521,165 +278,516 +22%
PFA
19
Pure Financial Advisors
California
$61.8M 1,353,030 +294,310 +28%
AC
20
Apella Capital
Connecticut
$60.4M 1,321,336 +89,487 +7%
MPM
21
MBB Public Markets
Illinois
$59.4M 1,301,058 +234,011 +22%
AWP
22
Abacus Wealth Partners
California
$58.7M 1,285,543 -83,662 -6%
EWA
23
EP Wealth Advisors
California
$55.1M 1,205,333 +122,320 +11%
EAM
24
Evanson Asset Management
California
$52.9M 1,158,665 +8,203 +0.7%
TH
25
Team Hewins
California
$46.4M 1,016,441 -7,327 -0.7%
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