Name Net new
positions
New positions Closed positions Return since
30 Jun ‘21
1
614 614 0 21.4%
2
354 354 0 55.6%
3
261 261 0 63.8%
DFAT icon
4
Dimensional US Targeted Value ETF
DFAT
$13.7B
243 243 0 48.5%
5
216 216 0 31.4%
6
199 199 0 30.8%
7
177 266 89 7.5%
8
157 217 60 39.2%
9
145 199 54 25.2%
10
134 218 84 77.3%
XLE icon
11
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
130 208 78 112%
12
119 207 88 46.2%
13
115 199 84 15.9%
14
111 172 61 26.1%
15
110 215 105 29.2%
16
108 199 91 59.3%
17
107 176 69 121%
18
104 189 85 69.5%
19
102 156 54 69.7%
20
99 167 68 16.1%
21
98 139 41 57.4%
22
98 120 22 4.33%
23
96 205 109 82.9%
24
93 193 100 183%
25
93 93 0 499%