DFAT icon

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 %
MCA
301
Maryland Capital Advisors
Maryland
$120K +$120K +2,584 New
CMBA
302
C.M. Bidwell & Associates
Hawaii
$118K +$117K +2,513 +8,106%
CFFP
303
Center for Financial Planning
Michigan
$117K – – –
IFS
304
Intelligent Financial Strategies
Minnesota
$117K – – –
PCA
305
Providence Capital Advisors
North Carolina
$113K – – –
CWM
306
Curi Wealth Management
North Carolina
$107K +$233 +5 +0.2%
UB
307
UMB Bank
Missouri
$105K – – –
PO
308
Private Ocean
California
$102K – – –
RDFA
309
Ritter Daniher Financial Advisory
Ohio
$88K – – –
RIM
310
Rockbridge Investment Management
New York
$78.2K +$20.4K +436 +35%
WWP
311
WR Wealth Planners
Missouri
$77.3K +$77.3K +1,659 New
MAWCM
312
Mine & Arao Wealth Creation & Management
California
$77K – – –
CIAS
313
Capital Investment Advisory Services
North Carolina
$59K +$6.2K +132 +12%
BA
314
Bellwether Advisors
Nebraska
$56K – – –
APA
315
American Portfolios Advisors
New York
$55.7K +$50.4K +1,083 +958%
CCM
316
Covington Capital Management
California
$55K – – –
OFG
317
Oxford Financial Group
Indiana
$51K – – –
GRP
318
Global Retirement Partners
California
$50K +$50K +1,169 New
CTC
319
Central Trust Company
Missouri
$49K – – –
MFA
320
McClarren Financial Advisors
Pennsylvania
$47K +$47K +1,021 New
SN
321
Sittner & Nelson
Oregon
$44K – – –
TWM
322
Tradition Wealth Management
Minnesota
$43K +$47 +1 +0.1%
SC
323
Steph & Co
Wisconsin
$41K – – –
AC
324
Asio Capital
Kentucky
$37K +$37K +800 New
MWM
325
Mascoma Wealth Management
New Hampshire
$31K – – –
11 12
13
14 15