DFAT icon

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 %
MAM
351
Marquette Asset Management
Minnesota
$23K – – –
PNC Financial Services Group
352
PNC Financial Services Group
Pennsylvania
$20K – – –
Simplex Trading
353
Simplex Trading
Illinois
$19K +$19K +401 New
Cerity Partners
354
Cerity Partners
New York
$18K +$18K +368,607 New
GI
355
Gradient Investments
Minnesota
$13K – – –
CWM
356
Cranbrook Wealth Management
Michigan
$13K +$13K +283 New
JFA
357
JNBA Financial Advisors
Minnesota
$11K – – –
IWP
358
IAG Wealth Partners
Wisconsin
$9K – – –
EWM
359
Evermay Wealth Management
Virginia
$8K – – –
APA
360
American Portfolios Advisors
New York
$5.37K – – –
TAM
361
Tucker Asset Management
Colorado
$3.65K +$47 +1 +1%
CMBA
362
C.M. Bidwell & Associates
Hawaii
$1K +$1K +31 New
FFG
363
Ford Financial Group
California
$15 +$15 +315 New
BOS
364
Bingham Osborn & Scarborough
California
– -$16.7M -376,074 Closed
Dimensional Fund Advisors
365
Dimensional Fund Advisors
Texas
– -$5.37M -120,895 Closed
TWP
366
Total Wealth Planning
Ohio
– -$2.01M -45,262 Closed
FWCM
367
Ferguson Wellman Capital Management
Oregon
– -$523K -11,787 Closed
Financial Engines Advisors
368
Financial Engines Advisors
California
– -$390K -8,785 Closed
DBT
369
Dubuque Bank & Trust
Iowa
– -$360K -8,100 Closed
HWM
370
Hemington Wealth Management
Virginia
– -$313K -7,043 Closed
JWCA
371
J.W. Cole Advisors
Florida
– -$204K -5,302 Closed
CSIC
372
Clifford Swan Investment Counsel
California
– -$200K -4,204 Closed
DOA
373
D'Orazio & Associates
Virginia
– -$177K -3,983 Closed
SFP
374
Sterling Financial Planning
New Jersey
– -$153K -3,435 Closed
RTL
375
Red Tortoise LLC
Georgia
– -$128K -3,289 Closed
12 13 14
15
16