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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
$382M
3
SFA
Sequoia Financial Advisors
Ohio
$17M
4
BWA
BlueSky Wealth Advisors
North Carolina
$10.8M
5
NEPWA
New England Private Wealth Advisors
Massachusetts
$9.92M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
$39.1M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$0
3
WF
WoodTrust Financial
Wisconsin
$506K
4
SC
Savant Capital
Illinois
$146M
5
WFA
Wipfli Financial Advisors
Wisconsin
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
301
LBMC Investment Advisors
Tennessee
$222K -$342K -7,186 -61%
DAS
302
Dynamic Advisor Solutions
Arizona
$215K +$215K +4,522 New
IWM
303
IHT Wealth Management
Illinois
$213K +$213K +4,490 New
Fidelity Investments
304
Fidelity Investments
Massachusetts
$212K -$47 -1 -0%
RI
305
Ridgewood Investments
New Jersey
$210K +$210K +4,423 New
IFWM
306
Institute for Wealth Management
Colorado
$203K +$203K +4,263 New
BBNB
307
Baker Boyer National Bank
Washington
$202K +$202K +4,246 New
C
308
Certuity
Florida
$200K +$200K +4,200 New
AIA
309
Angeles Investment Advisors
California
$199K – – –
EW
310
Evoke Wealth
California
$196K – – –
NFG
311
Next Financial Group
Texas
$187K +$187K +3,928 New
AIM
312
Acropolis Investment Management
Missouri
$183K +$1K +21 +0.5%
BWA
313
BDO Wealth Advisors
Florida
$180K – – –
SF
314
SBK Financial
Virginia
$172K +$172K +3,613 New
Franklin Resources
315
Franklin Resources
California
$170K +$1.14K +24 +0.7%
WFA
316
WestHill Financial Advisors
California
$167K – – –
S
317
SignatureFD
Georgia
$159K – – –
RWA
318
RGT Wealth Advisors
Texas
$140K +$140K +2,941 New
QCG
319
Quadrant Capital Group
Ohio
$127K – – –
GAM
320
Gemmer Asset Management
California
$125K +$104K +2,200 +501%
CFFP
321
Center for Financial Planning
Michigan
$120K – – –
IFS
322
Intelligent Financial Strategies
Minnesota
$119K +$119K +2,510 New
PCA
323
Providence Capital Advisors
North Carolina
$115K -$97.4K -2,052 -46%
IRC
324
Investors Research Corp
Georgia
$109K – – –
CWM
325
Curi Wealth Management
North Carolina
$108K +$108K +2,292 New
11 12
13
14 15