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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.

New
Increased
Maintained
Reduced
Closed
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 %
CWP
351
Concord Wealth Partners
Virginia
$111K +$111K +2,766 New
CMBA
352
C.M. Bidwell & Associates
Hawaii
$101K -$1.25K -31 -1%
CFFP
353
Center for Financial Planning
Michigan
$101K – – –
IFS
354
Intelligent Financial Strategies
Minnesota
$101K – – –
PCA
355
Providence Capital Advisors
North Carolina
$97K – – –
BSWA
356
Bromfield Sneider Wealth Advisors
Massachusetts
$95K +$95K +2,355 New
UB
357
UMB Bank
Missouri
$90K – – –
HI
358
Harbour Investments
Wisconsin
$90K +$90K +2,237 New
IRC
359
Investors Research Corp
Georgia
$90K +$90K +2,238 New
PO
360
Private Ocean
California
$88K – – –
GWS
361
Glassman Wealth Services
Virginia
$83K +$83K +2,054 New
RDFA
362
Ritter Daniher Financial Advisory
Ohio
$76K – – –
CIAS
363
Capital Investment Advisory Services
North Carolina
$76K +$25.4K +630 +50%
CCM
364
Covington Capital Management
California
$70K +$22K +543 +46%
MAWCM
365
Mine & Arao Wealth Creation & Management
California
$67K +$283 +7 +0.4%
CMP
366
Coston McIsaac & Partners
Maine
$54K +$54K +1,348 New
PTC
367
Private Trust Company
Ohio
$53K +$53K +1,323 New
APA
368
American Portfolios Advisors
New York
$48.6K +$523 +13 +1%
BA
369
Bellwether Advisors
Nebraska
$48K – – –
OFG
370
Oxford Financial Group
Indiana
$44K – – –
CTC
371
Central Trust Company
Missouri
$43K – – –
SN
372
Sittner & Nelson
Oregon
$38K – – –
TWM
373
Tradition Wealth Management
Minnesota
$37K +$160 +4 +0.4%
VNA
374
Valley National Advisers
Pennsylvania
$34K +$34K +828 New
GWSG
375
GPS Wealth Strategies Group
Colorado
$28K +$28K +689 New
13 14
15
16 17