Dimensional US Targeted Value ETF
DFAT
598 hedge funds and large institutions have $7.39B invested in Dimensional US Targeted Value ETF in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 206 increasing their positions, 175 reducing their positions, and 17 closing their positions.
553% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 17
21% more funds holding in top 10
Funds holding in top 10: 81 → 98 (+17)
18% more repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 175
17% more funds holding
Funds holding: 510 → 598 (+88)
17% more capital invested
Capital invested by funds: $6.32B → $7.39B (+$1.07B)
0.46% more ownership
Funds ownership: 76.92% → 77.38% (+0.46%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$25M |
| 2 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$19.7M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$15.2M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$10.5M |
| 5 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$294M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$15.2M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.2M |
| 4 |
MWM
Meritas Wealth Management
Larkspur,
California
|
-$7.69M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$6.08M |
DFAT Hedge Fund Activity: Q4 2023 in Review
598 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Targeted Value ETF (DFAT) for Q4 2023, worth a combined $7.39B — up 17% from $6.32B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new DFAT positions and 17 closed out — a net gain of 94 holders — while 206 added to existing stakes and 175 trimmed.
The largest buyer was Creative Planning, adding an estimated $25M. The largest seller was Strategic Investment Solutions, cutting an estimated $294M.
- 598 institutional investors held Dimensional US Targeted Value ETF (DFAT) as of Q4 2023, up from 510 in Q3 2023.
- Funds reported $7.39B of Dimensional US Targeted Value ETF stock for Q4 2023, up 17% quarter-over-quarter.
- 111 funds opened new Dimensional US Targeted Value ETF positions in Q4 2023 and 17 closed out, a net change of +94 holders.
- The largest Dimensional US Targeted Value ETF buyer in Q4 2023 was Creative Planning, an estimated $25M added.
- The largest Dimensional US Targeted Value ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $294M sold.
Based on aggregated 13F filings for Q4 2023.