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
1
Forvis Mazars Wealth Advisors
Missouri
$33.1M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$104M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$121M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$90.1M
5
AC
5
Apella Capital
Connecticut
$20.7M

Top Sellers

1
IFA
1
Index Fund Advisors
California
$327M
2
JTWM
2
Jackson Thornton Wealth Management
Alabama
$92.3M
3
EVM
3
Eaton Vance Management
Massachusetts
$0
4
AF
4
Advisornet Financial
Minnesota
$421K
5
BDF
5
Balasa Dinverno & Foltz
$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
301
Surevest
California
$279K +$279K +6,947 New
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$277K – – –
Renaissance Technologies
303
Renaissance Technologies
New York
$273K -$446K -11,100 -62%
SWM
304
Sanctuary Wealth Management
Idaho
$273K +$273K +6,793 New
RP
305
Rowlandmiller & Partners
Georgia
$271K – – –
IF
306
Intrua Financial
Texas
$268K – – –
FWM
307
Frontier Wealth Management
Missouri
$266K +$1.04K +26 +0.4%
VFP
308
Verus Financial Partners
Virginia
$264K +$264K +6,230 New
ACA
309
Atlas Capital Advisors
Wyoming
$254K -$27.1K -675 -10%
EA
310
Efficient Advisors
Ohio
$252K +$55K +1,368 +28%
Betterment LLC
311
Betterment LLC
New York
$249K +$249K +6,203 New
HA
312
Herold Advisors
New York
$248K +$4.62K +115 +2%
RPCA
313
Running Point Capital Advisors
California
$245K -$22.8K -566 -9%
MCM
314
Mitchell Capital Management
Kansas
$243K – – –
SSW
315
Stone Summit Wealth
Florida
$239K – – –
LNC
316
Lincoln National Corp
Pennsylvania
$234K +$7.64K +190 +3%
VCM
317
Vivaldi Capital Management
Illinois
$230K +$230K +5,724 New
NP
318
NorthRock Partners
Minnesota
$229K – – –
CFO
319
Collective Family Office
Pennsylvania
$228K – – –
HSG
320
Helen Stephens Group
Texas
$226K +$643 +16 +0.3%
Wells Fargo
321
Wells Fargo
California
$225K +$5.43K +135 +2%
GT
322
Greenleaf Trust
Michigan
$223K – – –
RRCM
323
Rappaport Reiches Capital Management
Illinois
$223K – – –
EIG
324
Ellenbecker Investment Group
Wisconsin
$222K -$22.5K -560 -9%
SSC
325
Syverson Strege & Co
Iowa
$220K +$220K +5,471 New
11 12
13
14 15