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 %
SHWM
251
Silicon Hills Wealth Management
Texas
$446K +$446K +11,083 New
HWM
252
HB Wealth Management
Georgia
$445K -$240K -5,965 -35%
MCA
253
Maryland Capital Advisors
Maryland
$443K +$339K +8,422 +326%
SAM
254
Stone Asset Management
Texas
$440K +$440K +10,931 New
AFAS
255
Acorn Financial Advisory Services
Virginia
$439K – – –
HG
256
Harbor Group
New Hampshire
$438K +$76.4K +1,901 +21%
PFA
257
Pettinga Financial Advisors
Indiana
$432K +$432K +10,751 New
SFS
258
Strategic Financial Services
New York
$431K – – –
WF
259
WoodTrust Financial
Wisconsin
$428K – – –
NL
260
NWAM LLC
Washington
$428K +$428K +10,642 New
WT
261
Whittier Trust
California
$427K +$242 +6 +0.1%
AF
262
Advisornet Financial
Minnesota
$421K -$8.31M -206,478 -95%
FA
263
Fortis Advisors
Pennsylvania
$418K +$1.69K +42 +0.4%
GWM
264
Geneos Wealth Management
Colorado
$415K – – –
KCPG
265
Kavar Capital Partners Group
Kansas
$406K +$1.69K +42 +0.4%
SHGA
266
Sand Hill Global Advisors
California
$405K – – –
Financial Engines Advisors
267
Financial Engines Advisors
California
$405K +$405K +10,091 New
SAM
268
Secure Asset Management
Michigan
$401K +$401K +9,970 New
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$397K +$397K +9,873 New
FOA
270
Five Oceans Advisors
California
$389K -$52.3K -1,301 -12%
PFBT
271
Parkside Financial Bank & Trust
Missouri
$378K -$21.8K -543 -5%
CB
272
Commerce Bank
Missouri
$372K +$117K +2,918 +46%
GP
273
Greenline Partners
New York
$371K -$341K -8,497 -48%
CFGS
274
Concourse Financial Group Securities
Alabama
$371K -$5.63K -140 -1%
TLFA
275
True Link Financial Advisors
California
$368K – – –
9 10
11
12 13