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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

243 hedge funds and large institutions have $2.45B invested in Dimensional US Targeted Value ETF in 2021 Q2 according to their latest regulatory filings, with 242 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
243
Holders Change
+242
Holders Change %
+24,200%
% of All Funds
4.24%
Holding in Top 10
27
Holding in Top 10 Change
+27
Holding in Top 10 Change %
%
% of All Funds
0.47%
New
242
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
1
Buckingham Strategic Wealth
Missouri
$501M
2
Creative Planning
2
Creative Planning
Kansas
$310M
3
SC
3
Savant Capital
Illinois
$142M
4
AWP
4
Abacus Wealth Partners
California
$82.1M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$80.8M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
26
Adero Partners
California
$19.3M +$19.3M +431,857 New
RFA
27
Radnor Financial Advisors
Pennsylvania
$18.8M +$18.8M +419,111 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$18.2M +$18.2M +406,537 New
EVM
29
Eaton Vance Management
Massachusetts
$17.9M +$17.9M +398,412 New
EWA
30
EP Wealth Advisors
California
$17.2M +$17.2M +383,152 New
PWM
31
PBMares Wealth Management
Virginia
$16.2M +$16.2M +361,503 New
MAM
32
McLean Asset Management
Virginia
$12.7M +$12.7M +298,631 New
MFT
33
Moisand Fitzgerald Tamayo
Florida
$12.5M +$12.5M +278,141 New
LPL Financial
34
LPL Financial
California
$12.4M +$12.4M +277,375 New
TFP
35
Triune Financial Partners
Kansas
$11.9M +$11.9M +264,640 New
AC
36
Apella Capital
Connecticut
$11.4M +$11.4M +254,449 New
AF
37
Allworth Financial
California
$10.5M +$10.5M +235,000 New
IC
38
Intersect Capital
California
$10.5M +$10.5M +234,865 New
LFG
39
Larson Financial Group
Missouri
$9.28M +$9.28M +207,188 New
AL
40
Aspiriant LLC
California
$9.19M +$9.19M +205,243 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$8.4M +$8.4M +187,369 New
AIS
42
American Investment Services
Massachusetts
$8.1M +$8.1M +180,835 New
RRC
43
Relaxing Retirement Coach
Massachusetts
$7.23M +$7.23M +161,310 New
SP
44
Symmetry Partners
Connecticut
$6.88M +$6.88M +153,479 New
AssetMark Inc
45
AssetMark Inc
California
$6.74M +$6.74M +150,433 New
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$6.69M +$6.69M +149,327 New
Osaic Holdings
47
Osaic Holdings
Arizona
$6.51M +$6.51M +145,368 New
MIAS
48
Mason Investment Advisory Services
Virginia
$6.42M +$6.42M +143,317 New
1WM
49
1900 Wealth Management
Texas
$6.4M +$6.4M +142,802 New
LFS
50
Lutz Financial Services
Nebraska
$6.31M +$6.31M +140,883 New
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