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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
Merriman Wealth Management
Washington
$164M
2
EWA
EP Wealth Advisors
California
$35.3M
3
FPAS
Focus Partners Advisor Solutions
Missouri
$75.7M
4
JTWM
Jackson Thornton Wealth Management
Alabama
$128M
5
FFM
Forum Financial Management
Illinois
$234M

Top Sellers

1
AWP
Abacus Wealth Partners
California
$66.7M
2
PWM
PBMares Wealth Management
Virginia
$0
3
MAM
McLean Asset Management
Virginia
$0
4
LPL Financial
LPL Financial
California
$0
5
AC
Apella Capital
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
326
Tortoise Investment Management
New York
$30K – – –
SPIA
327
Steward Partners Investment Advisory
New York
$30K – – –
GT
328
Glenmede Trust
Pennsylvania
$27K – – –
First Manhattan
329
First Manhattan
New York
$26K – – –
TFS
330
TrustCore Financial Services
Tennessee
$26K +$46 +1 +0.2%
MAM
331
Marquette Asset Management
Minnesota
$22K – – –
PNC Financial Services Group
332
PNC Financial Services Group
Pennsylvania
$18K -$90 -2 -0.5%
GI
333
Gradient Investments
Minnesota
$13K – – –
JFA
334
JNBA Financial Advisors
Minnesota
$10K – – –
EWM
335
Evermay Wealth Management
Virginia
$8K – – –
JPMorgan Chase & Co
336
JPMorgan Chase & Co
New York
$6K +$6K +139 New
TAM
337
Tucker Asset Management
Colorado
$3.59K – – –
HWMA
338
Heritage Wealth Management (Arizona)
Arizona
$1K +$1K +20 New
PWM
339
PBMares Wealth Management
Virginia
– -$17.8M -374,204 Closed
LPL Financial
340
LPL Financial
California
– -$14.2M -298,750 Closed
MAM
341
McLean Asset Management
Virginia
– -$14.3M -296,983 Closed
AC
342
Apella Capital
Connecticut
– -$12.1M -253,602 Closed
PCI
343
Planning Center Inc
Illinois
– -$8.03M -174,143 Closed
B
344
BetterWealth
California
– -$7.97M -167,716 Closed
PCM
345
Passive Capital Management
Maryland
– -$5.02M -105,679 Closed
SSB
346
Sandy Spring Bank
Maryland
– -$4.57M -96,057 Closed
LFA
347
Level Financial Advisors
New York
– -$4.11M -86,550 Closed
NWM
348
Northwest Wealth Management
Iowa
– -$4.04M -85,048 Closed
JC
349
Jentner Corp
Ohio
– -$3.09M -65,053 Closed
OMC
350
Old Mission Capital
Illinois
– -$2.84M -59,665 Closed
12 13
14
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