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Dimensional US Targeted Value ETF
DFAT
DFAT
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
257% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 14
48% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 67
12% more funds holding
Funds holding: 243 → 272 (+29)
10% more capital invested
Capital invested by funds: $2.45B → $2.69B (+$240M)
7% more funds holding in top 10
Funds holding in top 10: 27 → 29 (+2)
3.16% more ownership
Funds ownership: 41.52% → 44.68% (+3.2%)
Holders
272
Holders Change
+29
Holders Change %
+11.93%
% of All Funds
4.76%
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
Top Sellers
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$17.2M |
| 2 |
Jane Street
New York
|
-$3.45M |
| 3 |
WFA
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
-$2.46M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.18M |
| 5 |
EWA
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
-$1.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
276
Citadel Advisors
Miami,
Florida
| – | -$2.18M | -48,751 | Closed |
|
|
EWA
277
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| – | -$1.91M | -42,641 | Closed |
|
|
AIC
278
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$804K | -17,946 | Closed |
|
|
DAS
279
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$315K | -7,025 | Closed |
|
|
RP
280
Rowlandmiller & Partners
Atlanta,
Georgia
| – | -$302K | -6,748 | Closed |
|
|
SFS
281
Summit Financial Strategies
Columbus,
Ohio
| – | -$260K | -5,801 | Closed |
|
|
CG
282
Corundum Group
Colorado Springs,
Colorado
| – | -$257K | -5,728 | Closed |
|
|
LFAS
283
Level Four Advisory Services
Dallas,
Texas
| – | -$219K | -4,894 | Closed |
|
284
Betterment LLC
New York
| – | -$214K | -4,774 | Closed |
|
|
KF
285
Krilogy Financial
St. Louis,
Missouri
| – | -$207K | -4,629 | Closed |
|
|
ASN
286
Advisory Services Network
Atlanta,
Georgia
| – | -$31K | -681 | Closed |
|
|
FFG
287
Ford Financial Group
Fresno,
California
| – | -$14K | -313 | Closed |
|