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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
+$36.9M
3
SFA
Sequoia Financial Advisors
Ohio
+$17M
4
BWA
BlueSky Wealth Advisors
North Carolina
+$10.8M
5
NEPWA
New England Private Wealth Advisors
Massachusetts
+$9.51M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$110M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$5.37M
3
WF
WoodTrust Financial
Wisconsin
-$4.28M
4
SC
Savant Capital
Illinois
-$3.18M
5
WFA
Wipfli Financial Advisors
Wisconsin
-$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
276
Mitchell Capital Management
Kansas
$287K – – –
SSW
277
Stone Summit Wealth
Florida
$282K +$282K +5,931 New
RF
278
Resolute Financial
Massachusetts
$280K +$280K +5,892 New
IAG
279
Investmark Advisory Group
Connecticut
$280K +$280K +5,903 New
NP
280
NorthRock Partners
Minnesota
$271K -$51.2K -1,075 -16%
SIC
281
SJS Investment Consulting
Ohio
$270K +$270K +5,691 New
CFO
282
Collective Family Office
Pennsylvania
$269K – – –
HSG
283
Helen Stephens Group
Texas
$268K +$268K +5,646 New
LNC
284
Lincoln National Corp
Pennsylvania
$267K +$1.85K +39 +0.7%
GT
285
Greenleaf Trust
Michigan
$264K – – –
MML Investors Services
286
MML Investors Services
Massachusetts
$260K +$856 +18 +0.3%
FWI
287
Facet Wealth Inc
Maryland
$258K – – –
PC
288
Peavine Capital
Nevada
$247K – – –
AA
289
Advisory Alpha
Michigan
$246K +$246K +5,183 New
KIA
290
KCM Investment Advisors
California
$245K +$1.62K +34 +0.7%
PFP
291
Paragon Financial Partners
California
$241K +$241K +5,082 New
Bank of America
292
Bank of America
North Carolina
$238K -$60.6K -1,277 -20%
OC
293
Oakworth Capital
Alabama
$238K – – –
BF
294
BOK Financial
Oklahoma
$235K -$48 -1 -0%
EA
295
Efficient Advisors
Ohio
$233K +$233K +4,898 New
FWM
296
Fortress Wealth Management
California
$232K +$232K +4,887 New
SHFA
297
SC&H Financial Advisors
Maryland
$232K +$232K +4,889 New
KFI
298
Key Financial Inc
Pennsylvania
$229K -$14.1K -297 -6%
IF
299
Ironwood Financial
Arizona
$228K – – –
WIA
300
World Investment Advisors
California
$225K +$8.73K +188 +4%
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