DFAT icon

Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

340 hedge funds and large institutions have $4.58B invested in Dimensional US Targeted Value ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 146 increasing their positions, 79 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
-24
Holders Change %
-6.59%
% of All Funds
5.38%
Holding in Top 10
65
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.14%
% of All Funds
1.03%
New
41
Increased
146
Reduced
79
Closed
60
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$164M
2
EWA
2
EP Wealth Advisors
California
$35.3M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$75.7M
4
JTWM
4
Jackson Thornton Wealth Management
Alabama
$128M
5
FFM
5
Forum Financial Management
Illinois
$234M

Top Sellers

1
AWP
1
Abacus Wealth Partners
California
$66.7M
2
PWM
2
PBMares Wealth Management
Virginia
$0
3
MAM
3
McLean Asset Management
Virginia
$0
4
LPL Financial
4
LPL Financial
California
$0
5
AC
5
Apella Capital
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
226
Avantax Advisory Services
Texas
$446K +$33.1K +713 +8%
CFGS
227
Concourse Financial Group Securities
Alabama
$436K -$78.1K -1,678 -15%
CAMG
228
CWA Asset Management Group
Florida
$427K +$47 +1 +0%
Royal Bank of Canada
229
Royal Bank of Canada
Ontario, Canada
$426K -$265K -5,676 -38%
TLFA
230
True Link Financial Advisors
California
$426K +$426K +9,154 New
HG
231
Harbor Group
New Hampshire
$419K +$792 +17 +0.2%
SOAG
232
Silver Oak Advisory Group
Oregon
$417K – – –
SFM
233
Signet Financial Management
New Jersey
$404K +$7.92K +170 +2%
GA
234
Greenspring Advisors
Maryland
$398K – – –
SCA
235
STALEY CAPITAL ADVISERS
Pennsylvania
$396K +$744 +16 +0.2%
EFSCE
236
Enterprise Financial Services Corp (EFSC)
Missouri
$387K +$8.94K +192 +2%
AA
237
Addison Advisors
Vermont
$384K +$301K +6,458 +364%
EF
238
Exeter Financial
Arizona
$383K +$699 +15 +0.2%
CSIA
239
Conrad Siegel Investment Advisors
Pennsylvania
$366K – – –
SHFA
240
SC&H Financial Advisors
Maryland
$359K +$131K +2,815 +58%
OIA
241
OneDigital Investment Advisors
Kansas
$357K +$357K +7,673 New
MMA
242
Miracle Mile Advisors
California
$356K – – –
MWC
243
MBM Wealth Consultants
Missouri
$354K – – –
SPC
244
Sigma Planning Corp
Michigan
$349K +$606 +13 +0.2%
FFS
245
Founders Financial Securities
Maryland
$341K -$208K -4,474 -38%
PP
246
PrairieView Partners
Minnesota
$341K – – –
PP
247
Pacifica Partners
Canada
$340K – – –
IA
248
IFP Advisors
Florida
$332K +$53K +1,153 +19%
DJSG
249
D.J. St. Germain
Massachusetts
$331K – – –
PCA
250
Personal Capital Advisors
California
$329K – – –
8 9
10
11 12