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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

272 hedge funds and large institutions have $2.69B invested in Dimensional US Targeted Value ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 67 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+29
Holders Change %
+11.93%
% of All Funds
4.78%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.51%
New
50
Increased
99
Reduced
67
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
1
Truepoint Inc
Ohio
$87.2M
2
MWM
2
Merriman Wealth Management
Washington
$139M
3
SWA
3
Sax Wealth Advisors
New Jersey
$32.2M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$524M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$96.5M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$0
2
Jane Street
2
Jane Street
New York
$0
3
WFA
3
Wipfli Financial Advisors
Wisconsin
$57.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
EWA
5
Exencial Wealth Advisors
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DOA
226
D'Orazio & Associates
Virginia
$177K – – –
AIM
227
Acropolis Investment Management
Missouri
$169K +$354 +8 +0.2%
BWA
228
BDO Wealth Advisors
Florida
$168K – – –
Franklin Resources
229
Franklin Resources
California
$158K +$799 +18 +0.5%
WFA
230
WestHill Financial Advisors
California
$156K +$156K +3,513 New
HI
231
Harbour Investments
Wisconsin
$155K – – –
SFP
232
Sterling Financial Planning
New Jersey
$153K +$6.19K +139 +4%
S
233
SignatureFD
Georgia
$149K +$149K +3,351 New
RTL
234
Red Tortoise LLC
Georgia
$128K +$128K +3,289 New
QCG
235
Quadrant Capital Group
Ohio
$118K – – –
CFFP
236
Center for Financial Planning
Michigan
$112K – – –
IRC
237
Investors Research Corp
Georgia
$102K +$102K +2,296 New
PO
238
Private Ocean
California
$97K -$113K -2,557 -54%
GWS
239
Glassman Wealth Services
Virginia
$91K – – –
RDFA
240
Ritter Daniher Financial Advisory
Ohio
$84K – – –
LWM
241
Liberty Wealth Management
California
$84K +$178 +4 +0.2%
GWSG
242
GPS Wealth Strategies Group
Colorado
$79K +$30.2K +680 +62%
OFG
243
Oxford Financial Group
Indiana
$76K -$65.7K -1,481 -46%
MAWCM
244
Mine & Arao Wealth Creation & Management
California
$73K – – –
RIM
245
Rockbridge Investment Management
New York
$55K +$55K +1,238 New
CCM
246
Covington Capital Management
California
$53K – – –
CIAS
247
Capital Investment Advisory Services
North Carolina
$50K -$41.4K -931 -45%
CTC
248
Central Trust Company
Missouri
$48K +$844 +19 +2%
SN
249
Sittner & Nelson
Oregon
$42K +$42K +939 New
TWM
250
Tradition Wealth Management
Minnesota
$41K +$135 +3 +0.3%
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10
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