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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 %
UB
326
UMB Bank
Missouri
$107K +$107K +2,247 New
HI
327
Harbour Investments
Wisconsin
$106K -$59.7K -1,259 -36%
PO
328
Private Ocean
California
$104K – – –
GWS
329
Glassman Wealth Services
Virginia
$98K – – –
RDFA
330
Ritter Daniher Financial Advisory
Ohio
$90K – – –
AA
331
Addison Advisors
Vermont
$84K +$71.8K +1,518 +588%
MAWCM
332
Mine & Arao Wealth Creation & Management
California
$78K – – –
CA
333
Cornerstone Advisory
Maryland
$68K +$68K +1,423 New
RIM
334
Rockbridge Investment Management
New York
$59K – – –
BA
335
Bellwether Advisors
Nebraska
$57K +$57K +1,206 New
CCM
336
Covington Capital Management
California
$56K – – –
CIAS
337
Capital Investment Advisory Services
North Carolina
$53K – – –
OFG
338
Oxford Financial Group
Indiana
$52K -$29.3K -618 -36%
CTC
339
Central Trust Company
Missouri
$50K -$895 -19 -2%
SN
340
Sittner & Nelson
Oregon
$45K – – –
TWM
341
Tradition Wealth Management
Minnesota
$44K +$287 +6 +0.7%
SC
342
Steph & Co
Wisconsin
$42K – – –
GWSG
343
GPS Wealth Strategies Group
Colorado
$33K -$52.8K -1,094 -62%
MWM
344
Mascoma Wealth Management
New Hampshire
$32K +$32K +675 New
TIM
345
Tortoise Investment Management
New York
$30K – – –
SPIA
346
Steward Partners Investment Advisory
New York
$30K – – –
GT
347
Glenmede Trust
Pennsylvania
$27K – – –
TFS
348
TrustCore Financial Services
Tennessee
$27K +$190 +4 +0.7%
First Manhattan
349
First Manhattan
New York
$26K – – –
FCA
350
FinTrust Capital Advisors
South Carolina
$25K – – –
12 13
14
15 16