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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
1
Merriman Wealth Management
Washington
$164M
2
EWA
2
EP Wealth Advisors
California
$35.3M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$75.7M
4
JTWM
4
Jackson Thornton Wealth Management
Alabama
$128M
5
FFM
5
Forum Financial Management
Illinois
$234M

Top Sellers

1
AWP
1
Abacus Wealth Partners
California
$66.7M
2
PWM
2
PBMares Wealth Management
Virginia
$0
3
MAM
3
McLean Asset Management
Virginia
$0
4
LPL Financial
4
LPL Financial
California
$0
5
AC
5
Apella Capital
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
351
MassMutual Private Wealth & Trust
Connecticut
– -$2.11M -44,422 Closed
FSWA
352
Financial Synergies Wealth Advisors
Texas
– -$1.82M -38,283 Closed
MWPCG
353
Measured Wealth Private Client Group
New Hampshire
– -$1.74M -36,636 Closed
SIAG
354
Safeguard Investment Advisory Group
California
– -$1.69M -35,504 Closed
CSB
355
City State Bank
Iowa
– -$1.55M -32,585 Closed
ZF
356
Zhang Financial
Michigan
– -$1.31M -27,532 Closed
PAG
357
Private Advisor Group
New Jersey
– -$1.21M -25,525 Closed
IWC
358
Integrated Wealth Concepts
Massachusetts
– -$1.12M -23,630 Closed
VFA
359
Valeo Financial Advisors
Indiana
– -$1.03M -21,703 Closed
CWA
360
Clarus Wealth Advisors
Arizona
– -$750K -15,553 Closed
AWM
361
AE Wealth Management
Kansas
– -$652K -13,730 Closed
William Blair & Company
362
William Blair & Company
Illinois
– -$643K -13,541 Closed
VWA
363
Visionary Wealth Advisors
Illinois
– -$640K -13,463 Closed
TRCT
364
Tower Research Capital (TRC)
New York
– -$585K -12,308 Closed
Janney Montgomery Scott
365
Janney Montgomery Scott
Pennsylvania
– -$584K -12,280 Closed
SAM
366
Stone Asset Management
Texas
– -$516K -10,866 Closed
SB
367
Sunflower Bank
Texas
– -$484K -10,182 Closed
Bank of New York Mellon
368
Bank of New York Mellon
New York
– -$404K -8,509 Closed
WS
369
Wedbush Securities
California
– -$391K -8,221 Closed
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
– -$388K -8,167 Closed
GWA
371
Geometric Wealth Advisors
District of Columbia
– -$363K -7,629 Closed
WAP
372
Wealthcare Advisory Partners
Pennsylvania
– -$347K -7,297 Closed
TSS
373
Two Sigma Securities
New York
– -$340K -7,154 Closed
S
374
Surevest
California
– -$330K -6,947 Closed
VFP
375
Verus Financial Partners
Virginia
– -$315K -6,637 Closed
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