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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 %
SC
251
Steph & Co
Wisconsin
$39K +$39K +887 New
TIM
252
Tortoise Investment Management
New York
$28K – – –
SPIA
253
Steward Partners Investment Advisory
New York
$28K – – –
HNB
254
Huntington National Bank
Ohio
$25K – – –
GT
255
Glenmede Trust
Pennsylvania
$25K – – –
First Manhattan
256
First Manhattan
New York
$25K – – –
TFS
257
TrustCore Financial Services
Tennessee
$25K +$89 +2 +0.4%
FCA
258
FinTrust Capital Advisors
South Carolina
$23K +$23K +524 New
GRP
259
Global Retirement Partners
California
$22K – – –
JCM
260
Jacobi Capital Management
Pennsylvania
$22K +$22K +501 New
MAM
261
Marquette Asset Management
Minnesota
$21K +$21K +477 New
GAM
262
Gemmer Asset Management
California
$20K +$46 +1 +0.2%
CPWM
263
Cypress Point Wealth Management
Texas
$20K +$45 +1 +0.2%
PNC Financial Services Group
264
PNC Financial Services Group
Pennsylvania
$18K – – –
EVM
265
Eaton Vance Management
Massachusetts
$17K -$951 -21,101 -5%
GI
266
Gradient Investments
Minnesota
$12K – – –
AA
267
Addison Advisors
Vermont
$11K +$11K +258 New
JFA
268
JNBA Financial Advisors
Minnesota
$10K – – –
IWP
269
IAG Wealth Partners
Wisconsin
$9K – – –
EWM
270
Evermay Wealth Management
Virginia
$8K -$1.88K -40 -19%
APA
271
American Portfolios Advisors
New York
$5.02K – – –
TAM
272
Tucker Asset Management
Colorado
$3.55K +$3.55K +76 New
LIA
273
LBMC Investment Advisors
Tennessee
$206 +$126 +7,229 +156%
EWA
274
EP Wealth Advisors
California
– -$17.2M -383,152 Closed
Jane Street
275
Jane Street
New York
– -$3.45M -76,961 Closed
8 9 10
11
12