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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 %
GRP
376
Global Retirement Partners
California
$27K -$19.5K -490 -42%
MWM
377
Mascoma Wealth Management
New Hampshire
$27K – – –
SPIA
378
Steward Partners Investment Advisory
New York
$26K – – –
TIM
379
Tortoise Investment Management
New York
$26K – – –
VVP
380
Venture Visionary Partners
Ohio
$25.4K +$25.4K +632 New
GT
381
Glenmede Trust
Pennsylvania
$23K – – –
TFS
382
TrustCore Financial Services
Tennessee
$23K +$81 +2 +0.4%
First Manhattan
383
First Manhattan
New York
$22K – – –
AC
384
AlphaCore Capital
California
$22K +$22K +558 New
William Blair & Company
385
William Blair & Company
Illinois
$16K +$16K +400 New
PNC Financial Services Group
386
PNC Financial Services Group
Pennsylvania
$12K -$4K -100 -25%
GI
387
Gradient Investments
Minnesota
$11K – – –
JFA
388
JNBA Financial Advisors
Minnesota
$9K – – –
PA
389
Parallel Advisors
California
$9K +$9K +219 New
IWP
390
IAG Wealth Partners
Wisconsin
$8K +$8K +189 New
EWM
391
Evermay Wealth Management
Virginia
$7K – – –
WWP
392
WR Wealth Planners
Missouri
$4.43K -$62.4K -1,549 -93%
TAM
393
Tucker Asset Management
Colorado
$3.11K – – –
UWM
394
Urban Wealth Management
California
$2K +$2K +50 New
Bank of Montreal
395
Bank of Montreal
Ontario, Canada
$1.37K +$3 +72 +0.2%
Citigroup
396
Citigroup
New York
$1K +$826 +19 +475%
CP
397
Castleview Partners
Texas
$69 +$69 +2 New
EVM
398
Eaton Vance Management
Massachusetts
– -$17.6M -378,673 Closed
Jane Street
399
Jane Street
New York
– -$2.27M -48,715 Closed
VA
400
Valmark Advisers
Ohio
– -$1.02M -21,927 Closed
13 14 15
16
17