Dimensional US Targeted Value ETF
DFAT
DFAT
405 hedge funds and large institutions have $4.39B invested in Dimensional US Targeted Value ETF in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 179 increasing their positions, 109 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
3% more capital invested
Capital invested by funds: $4.28B → $4.39B (+$110M)
4% less funds holding in top 10
Funds holding in top 10: 75 → 72 (-3)
Holders
405
Holding in Top 10
72
Calls
–
Puts
–
Top Buyers
| 1 | +$109M | |
| 2 | +$40.7M | |
| 3 | +$13.4M | |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$13.3M |
| 5 |
IFA
Index Fund Advisors
Irvine,
California
|
+$9.99M |
Top Sellers
| 1 | -$9.36M | |
| 2 | -$6.17M | |
| 3 | -$5.85M | |
| 4 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$5.11M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$3.79M |