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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 %
GT
276
Greenleaf Trust
Michigan
$258K – – –
Wells Fargo
277
Wells Fargo
California
$254K -$123K -2,638 -33%
FWI
278
Facet Wealth Inc
Maryland
$252K – – –
PC
279
Peavine Capital
Nevada
$242K – – –
AA
280
Advisory Alpha
Michigan
$240K -$1.44K -31 -0.6%
PFP
281
Paragon Financial Partners
California
$237K – – –
SWP
282
Stratos Wealth Partners
Ohio
$237K +$237K +5,084 New
EA
283
Efficient Advisors
Ohio
$228K +$279 +6 +0.1%
GFP
284
Gryphon Financial Partners
Ohio
$227K +$227K +4,876 New
KFI
285
Key Financial Inc
Pennsylvania
$224K – – –
BF
286
Brooklyn FI
New York
$221K +$221K +4,746 New
LIA
287
LBMC Investment Advisors
Tennessee
$218K +$373 +8 +0.2%
Walleye Capital
288
Walleye Capital
New York
$218K +$218K +4,689 New
UWM
289
USAdvisors Wealth Management
Minnesota
$214K +$214K +4,604 New
BF
290
BOK Financial
Oklahoma
$213K -$17.1K -368 -7%
Fidelity Investments
291
Fidelity Investments
Massachusetts
$208K – – –
AWM
292
Angeles Wealth Management
California
$195K +$195K +4,184 New
EW
293
Evoke Wealth
California
$192K – – –
AIM
294
Acropolis Investment Management
Missouri
$179K +$279 +6 +0.2%
BWA
295
BDO Wealth Advisors
Florida
$176K – – –
Franklin Resources
296
Franklin Resources
California
$167K +$325 +7 +0.2%
WFA
297
WestHill Financial Advisors
California
$164K – – –
S
298
SignatureFD
Georgia
$156K – – –
GAM
299
Gemmer Asset Management
California
$146K +$23.4K +504 +19%
RWA
300
RGT Wealth Advisors
Texas
$137K +$233 +5 +0.2%
10 11
12
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