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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.

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 %
ANB
326
Amarillo National Bank
Texas
$219K +$219K +5,455 New
FWI
327
Facet Wealth Inc
Maryland
$218K – – –
CA
328
CGN Advisors
Kansas
$215K -$32.2K -800 -13%
Brown Advisory
329
Brown Advisory
Maryland
$210K -$43.3K -1,079 -17%
PC
330
Peavine Capital
Nevada
$209K – – –
CA
331
Cetera Advisors
Colorado
$208K +$208K +5,173 New
WIA
332
World Investment Advisors
California
$206K -$43.8K -995 -18%
SWP
333
Stratos Wealth Partners
Ohio
$205K +$362 +9 +0.2%
PFP
334
Paragon Financial Partners
California
$204K – – –
RMDI
335
R.M. Davis Inc
Maine
$201K +$201K +4,990 New
OC
336
Oakworth Capital
Alabama
$201K +$201K +4,999 New
GFP
337
Gryphon Financial Partners
Ohio
$196K – – –
KFI
338
Key Financial Inc
Pennsylvania
$195K – – –
Fidelity Investments
339
Fidelity Investments
Massachusetts
$180K +$40 +1 +0%
AWM
340
Angeles Wealth Management
California
$168K – – –
EW
341
Evoke Wealth
California
$166K – – –
AIM
342
Acropolis Investment Management
Missouri
$155K +$562 +14 +0.4%
BWA
343
BDO Wealth Advisors
Florida
$152K – – –
BFPW
344
BOK Financial Private Wealth
Colorado
$146K +$146K +3,635 New
Franklin Resources
345
Franklin Resources
California
$145K +$603 +15 +0.4%
WFA
346
WestHill Financial Advisors
California
$141K – – –
S
347
SignatureFD
Georgia
$135K – – –
CWM
348
Castle Wealth Management
Florida
$132K +$132K +3,277 New
GTAM
349
Global Trust Asset Management
Florida
$129K +$129K +3,215 New
RWA
350
RGT Wealth Advisors
Texas
$118K – – –
12 13
14
15 16