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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
$382M
3
SFA
Sequoia Financial Advisors
Ohio
$17M
4
BWA
BlueSky Wealth Advisors
North Carolina
$10.8M
5
NEPWA
New England Private Wealth Advisors
Massachusetts
$9.92M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
$39.1M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$0
3
WF
WoodTrust Financial
Wisconsin
$506K
4
SC
Savant Capital
Illinois
$146M
5
WFA
Wipfli Financial Advisors
Wisconsin
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWC
251
MBM Wealth Consultants
Missouri
$361K – – –
SPC
252
Sigma Planning Corp
Michigan
$355K +$2.42K +51 +0.7%
CSIA
253
Conrad Siegel Investment Advisors
Pennsylvania
$349K +$349K +7,861 New
PP
254
PrairieView Partners
Minnesota
$348K – – –
WAP
255
Wealthcare Advisory Partners
Pennsylvania
$347K -$167K -3,515 -33%
PP
256
Pacifica Partners
Canada
$345K +$345K +7,163 New
TSS
257
Two Sigma Securities
New York
$340K +$340K +7,154 New
DJSG
258
D.J. St. Germain
Massachusetts
$337K – – –
PCA
259
Personal Capital Advisors
California
$335K -$189K -3,989 -36%
ACA
260
Atlas Capital Advisors
Wyoming
$332K +$58.5K +1,230 +21%
S
261
Surevest
California
$330K – – –
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$327K – – –
IF
263
Intrua Financial
Texas
$321K – – –
RP
264
Rowlandmiller & Partners
Georgia
$321K +$321K +6,748 New
RPCA
265
Running Point Capital Advisors
California
$319K -$61K -1,283 -16%
VFP
266
Verus Financial Partners
Virginia
$315K +$142 +3 +0%
BPA
267
Beacon Pointe Advisors
California
$315K +$315K +6,619 New
FWM
268
Frontier Wealth Management
Missouri
$313K +$2.09K +44 +0.7%
BCA
269
Bay Colony Advisors
Massachusetts
$310K +$2.42K +51 +0.8%
MFW
270
Mosaic Family Wealth
Missouri
$304K +$304K +6,401 New
AC
271
Annandale Capital
Texas
$302K +$8.19K +172 +3%
Brown Advisory
272
Brown Advisory
Maryland
$300K – – –
HWM
273
HB Wealth Management
Georgia
$297K +$297K +6,248 New
IA
274
IFP Advisors
Florida
$288K -$15.3K -322 -5%
EIG
275
Ellenbecker Investment Group
Wisconsin
$288K +$1.85K +39 +0.6%
9 10
11
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