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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 %
ACA
251
Atlas Capital Advisors
Wyoming
$326K – – –
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$321K – – –
RP
253
Rowlandmiller & Partners
Georgia
$314K – – –
IF
254
Intrua Financial
Texas
$310K -$4.24K -91 -1%
RPCA
255
Running Point Capital Advisors
California
$310K -$2.94K -63 -0.9%
BCA
256
Bay Colony Advisors
Massachusetts
$307K +$2.71K +58 +0.9%
AC
257
Annandale Capital
Texas
$306K +$10.3K +221 +3%
SDH
258
Sloy Dahl & Holst
Washington
$297K -$135K -2,901 -31%
FWM
259
Frontier Wealth Management
Missouri
$297K +$585 +13 +0.2%
CB
260
Commerce Bank
Missouri
$295K +$295K +6,328 New
Brown Advisory
261
Brown Advisory
Maryland
$294K – – –
CA
262
CGN Advisors
Kansas
$286K -$70K -1,503 -20%
EIG
263
Ellenbecker Investment Group
Wisconsin
$283K +$465 +10 +0.2%
HA
264
Herold Advisors
New York
$282K +$282K +6,060 New
MCM
265
Mitchell Capital Management
Kansas
$281K – – –
SSW
266
Stone Summit Wealth
Florida
$277K – – –
FWM
267
Fortress Wealth Management
California
$270K +$42.5K +914 +19%
NP
268
NorthRock Partners
Minnesota
$265K – – –
SIC
269
SJS Investment Consulting
Ohio
$265K – – –
CPIG
270
Chicago Partners Investment Group
Illinois
$265K +$265K +6,147 New
CFO
271
Collective Family Office
Pennsylvania
$264K – – –
WIA
272
World Investment Advisors
California
$264K +$38.4K +825 +17%
LNC
273
Lincoln National Corp
Pennsylvania
$262K +$512 +11 +0.2%
HSG
274
Helen Stephens Group
Texas
$261K -$1.58K -34 -0.6%
RRCM
275
Rappaport Reiches Capital Management
Illinois
$258K +$258K +5,543 New
9 10
11
12 13