Dimensional US Targeted Value ETF
DFAT
DFAT
474 hedge funds and large institutions have $5.4B invested in Dimensional US Targeted Value ETF in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 175 increasing their positions, 126 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
17% more funds holding
Funds holding: 405 → 474 (+69)
2.43% more ownership
Funds ownership: 70.6% → 73.03% (+2.4%)
Holders
474
Holding in Top 10
87
Calls
–
Puts
–
Top Buyers
| 1 | +$165M | |
| 2 | +$29.7M | |
| 3 | +$13.5M | |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$12.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$12.4M |
Top Sellers
| 1 | -$211M | |
| 2 | -$101M | |
| 3 | -$16.2M | |
| 4 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$12M |
| 5 |
IFA
Index Fund Advisors
Irvine,
California
|
-$8.96M |