DFAT icon

Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

398 hedge funds and large institutions have $4.28B invested in Dimensional US Targeted Value ETF in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 148 increasing their positions, 98 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+58
Holders Change %
+17.06%
% of All Funds
6.73%
Holding in Top 10
75
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.38%
% of All Funds
1.27%
New
78
Increased
148
Reduced
98
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMWA
Forvis Mazars Wealth Advisors
Missouri
$33.1M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$104M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$121M
4
FPAS
Focus Partners Advisor Solutions
Missouri
$90.1M
5
AC
Apella Capital
Connecticut
$20.7M

Top Sellers

1
IFA
Index Fund Advisors
California
$327M
2
JTWM
Jackson Thornton Wealth Management
Alabama
$92.3M
3
EVM
Eaton Vance Management
Massachusetts
$0
4
AF
Advisornet Financial
Minnesota
$421K
5
BDF
Balasa Dinverno & Foltz
$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCP
226
Fort Point Capital Partners
California
$606K – – –
KeyBank National Association
227
KeyBank National Association
Ohio
$603K -$10.1K -251 -2%
FWP
228
Falcon Wealth Planning
California
$600K – – –
IAG
229
Investmark Advisory Group
Connecticut
$596K +$128K +3,177 +27%
CIA
230
Capital Investment Advisors
Georgia
$588K – – –
Walleye Capital
231
Walleye Capital
New York
$581K +$392K +9,753 +208%
MIAN
232
Mariner Independent Advisor Network
Kansas
$570K +$570K +14,038 New
AC
233
Annandale Capital
Texas
$545K +$281K +6,975 +106%
AAS
234
Avantax Advisory Services
Texas
$534K +$148K +3,684 +38%
RF
235
Resolute Financial
Massachusetts
$528K +$528K +13,134 New
CFO
236
CVA Family Office
Colorado
$523K – – –
BWS
237
BCR Wealth Strategies
Alabama
$520K – – –
LWAC
238
Laurel Wealth Advisors (California)
California
$506K +$1.49K +37 +0.3%
DWT
239
Dorsey & Whitney Trust
South Dakota
$503K – – –
Janney Montgomery Scott
240
Janney Montgomery Scott
Pennsylvania
$503K +$503K +12,280 New
AWS
241
Atria Wealth Solutions
New York
$501K -$141K -3,512 -22%
RC
242
RegentAtlantic Capital
New Jersey
$500K -$9.7K -241 -2%
LNWWM
243
Laird Norton Wetherby Wealth Management
California
$500K – – –
USCWA
244
U.S. Capital Wealth Advisors
Texas
$485K – – –
WAP
245
Wealthcare Advisory Partners
Pennsylvania
$484K +$484K +12,035 New
NCM
246
NCM Capital Management
New Jersey
$477K +$1.49K +37 +0.3%
T
247
TCWP
Ohio
$474K – – –
IAN
248
Integrated Advisors Network
Texas
$453K -$12.7K -315 -3%
BC
249
Burleson & Co
California
$450K – – –
FA
250
FDx Advisors
Illinois
$446K +$446K +11,079 New
8 9
10
11 12