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 %
CAMG
276
CWA Asset Management Group
Florida
$368K +$121 +3 +0%
SOAG
277
Silver Oak Advisory Group
Oregon
$361K +$1.33K +33 +0.4%
SDH
278
Sloy Dahl & Holst
Washington
$358K +$101K +2,505 +39%
MGIA
279
Moneta Group Investment Advisors
Missouri
$355K -$502K -12,492 -59%
DAS
280
Dynamic Advisor Solutions
Arizona
$354K +$354K +8,804 New
CPIG
281
Chicago Partners Investment Group
Illinois
$346K +$74.9K +1,699 +28%
GA
282
Greenspring Advisors
Maryland
$344K – – –
SCA
283
STALEY CAPITAL ADVISERS
Pennsylvania
$344K +$1.41K +35 +0.4%
AA
284
Advisory Alpha
Michigan
$340K +$133K +3,291 +64%
LIA
285
LBMC Investment Advisors
Tennessee
$335K +$147K +3,662 +78%
SFM
286
Signet Financial Management
New Jersey
$334K -$15.1K -374 -4%
IA
287
IFP Advisors
Florida
$332K – – –
EF
288
Exeter Financial
Arizona
$332K +$1.37K +34 +0.4%
BCA
289
Bay Colony Advisors
Massachusetts
$327K +$36.6K +829 +13%
WS
290
Wedbush Securities
California
$323K +$323K +8,030 New
PP
291
Pacifica Partners
Canada
$320K – – –
CSIA
292
Conrad Siegel Investment Advisors
Pennsylvania
$316K – – –
BBNB
293
Baker Boyer National Bank
Washington
$316K +$316K +7,848 New
MMA
294
Miracle Mile Advisors
California
$308K – – –
MWC
295
MBM Wealth Consultants
Missouri
$305K – – –
PP
296
PrairieView Partners
Minnesota
$290K -$4.46K -111 -2%
DJSG
297
D.J. St. Germain
Massachusetts
$286K – – –
PCA
298
Personal Capital Advisors
California
$284K – – –
Koshinski Asset Management
299
Koshinski Asset Management
Illinois
$280K -$138K -3,440 -33%
FFS
300
Founders Financial Securities
Maryland
$279K -$15.9K -394 -5%
10 11
12
13 14