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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

595 hedge funds and large institutions have $7.37B invested in Dimensional US Targeted Value ETF in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 205 increasing their positions, 175 reducing their positions, and 17 closing their positions.

Holders
595
Holders Change
+86
Holders Change %
+16.9%
% of All Funds
8.72%
Holding in Top 10
97
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.75%
% of All Funds
1.42%
New
109
Increased
205
Reduced
175
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCOTS
1
Trust Company of the South
North Carolina
$100M
2
GOCP
2
Great Oak Capital Partners
Massachusetts
$48.9M
3
EFA
3
Efficient Frontier Advisors
Connecticut
$29.2M
4
Creative Planning
4
Creative Planning
Kansas
$714M
5
FWM
5
FMFE Wealth Management
New York
$27.9M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$12.5M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$141M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.75M
4
MWM
4
Meritas Wealth Management
California
$24.9M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$23M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$714M 13,638,740 +534,891 +4%
BSW
2
Buckingham Strategic Wealth
Missouri
$664M 12,695,192 -121,095 -0.9%
FFM
3
Forum Financial Management
Illinois
$480M 9,168,412 +219,728 +2%
IFA
4
Index Fund Advisors
California
$410M 7,843,529 -109,300 -1%
SC
5
Savant Capital
Illinois
$284M 5,433,256 +325,154 +6%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$153M 2,916,043 +224,381 +8%
Corient Private Wealth
7
Corient Private Wealth
Florida
$144M 2,748,722 +10,299 +0.4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$142M 2,710,003 +12,361 +0.5%
FPAS
9
Focus Partners Advisor Solutions
Missouri
$141M 2,693,162 -325,023 -11%
JTWM
10
Jackson Thornton Wealth Management
Alabama
$132M 2,521,795 -64,846 -3%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$117M 2,229,769 -84,202 -4%
TCOTS
12
Trust Company of the South
North Carolina
$100M 1,911,319 +1,911,319 New
ADL
13
Asset Dedication LLC
California
$97.9M 1,870,306 +2,829 +0.2%
PFA
14
Pure Financial Advisors
California
$92.9M 1,774,886 +421,856 +31%
WCWM
15
Willow Creek Wealth Management
California
$91.4M 1,746,773 +33,060 +2%
PL
16
Plancorp LLC
Missouri
$89.6M 1,713,038 -9,963 -0.6%
RIM
17
RW Investment Management
Idaho
$89.5M 1,710,100 +188,935 +12%
TI
18
Truepoint Inc
Ohio
$85M 1,625,009 -36,798 -2%
RCG
19
Resource Consulting Group
Florida
$82.3M 1,572,359 -12,486 -0.8%
AC
20
Apella Capital
Connecticut
$71.9M 1,415,501 +94,165 +7%
EWA
21
EP Wealth Advisors
California
$66.1M 1,262,902 +57,569 +5%
AWP
22
Abacus Wealth Partners
California
$65.9M 1,259,673 -25,870 -2%
MPM
23
MBB Public Markets
Illinois
$64M 1,222,870 -78,188 -6%
EAM
24
Evanson Asset Management
California
$60.7M 1,159,770 +1,105 +0.1%
TH
25
Team Hewins
California
$52.7M 1,007,674 -8,767 -0.9%
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