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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

364 hedge funds and large institutions have $4.44B invested in Dimensional US Targeted Value ETF in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 108 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+92
Holders Change %
+33.82%
% of All Funds
5.62%
Holding in Top 10
70
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+141.38%
% of All Funds
1.08%
New
113
Increased
108
Reduced
74
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QA
Quantitative Advantage
Minnesota
+$56.3M
2
Creative Planning
Creative Planning
Kansas
+$36.9M
3
SFA
Sequoia Financial Advisors
Ohio
+$17M
4
BWA
BlueSky Wealth Advisors
North Carolina
+$10.8M
5
NEPWA
New England Private Wealth Advisors
Massachusetts
+$9.51M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$110M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$5.37M
3
WF
WoodTrust Financial
Wisconsin
-$4.28M
4
SC
Savant Capital
Illinois
-$3.18M
5
WFA
Wipfli Financial Advisors
Wisconsin
-$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
226
Morgan Stanley
New York
$495K +$77.5K +1,631 +19%
FA
227
Fortis Advisors
Pennsylvania
$492K +$3.33K +70 +0.7%
SB
228
Sunflower Bank
Texas
$484K – – –
SHGA
229
Sand Hill Global Advisors
California
$478K – – –
KCPG
230
Kavar Capital Partners Group
Kansas
$477K +$3.23K +68 +0.7%
RM
231
Resource Management
Louisiana
$450K – – –
CAMG
232
CWA Asset Management Group
Florida
$435K +$143 +3 +0%
HG
233
Harbor Group
New Hampshire
$427K -$256K -5,391 -38%
SOAG
234
Silver Oak Advisory Group
Oregon
$425K +$425K +8,948 New
AAS
235
Avantax Advisory Services
Texas
$422K +$13.5K +285 +3%
SDH
236
Sloy Dahl & Holst
Washington
$413K – – –
LWAC
237
Laurel Wealth Advisors (California)
California
$410K -$70.6K -1,484 -15%
GA
238
Greenspring Advisors
Maryland
$406K +$406K +8,549 New
SCA
239
STALEY CAPITAL ADVISERS
Pennsylvania
$404K +$2.71K +57 +0.7%
SFM
240
Signet Financial Management
New Jersey
$404K +$19.6K +412 +5%
Bank of New York Mellon
241
Bank of New York Mellon
New York
$404K +$36.3K +764 +10%
LNWWM
242
Laird Norton Wetherby Wealth Management
California
$392K – – –
EF
243
Exeter Financial
Arizona
$392K +$2.63K +55 +0.7%
WS
244
Wedbush Securities
California
$391K -$23.2K -488 -6%
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$388K +$388K +8,167 New
EFSCE
246
Enterprise Financial Services Corp (EFSC)
Missouri
$386K +$386K +8,117 New
Wells Fargo
247
Wells Fargo
California
$385K -$35.7K -751 -8%
MMA
248
Miracle Mile Advisors
California
$363K – – –
CA
249
CGN Advisors
Kansas
$363K +$53.2K +1,120 +17%
GWA
250
Geometric Wealth Advisors
District of Columbia
$363K +$363K +7,629 New
8 9
10
11 12