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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

272 hedge funds and large institutions have $2.69B invested in Dimensional US Targeted Value ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 67 reducing their positions, and 14 closing their positions.

Holders
272
Holders Change
+29
Holders Change %
+11.93%
% of All Funds
4.78%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.51%
New
50
Increased
99
Reduced
67
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
1
Truepoint Inc
Ohio
$87.2M
2
MWM
2
Merriman Wealth Management
Washington
$139M
3
SWA
3
Sax Wealth Advisors
New Jersey
$32.2M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$524M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$96.5M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$0
2
Jane Street
2
Jane Street
New York
$0
3
WFA
3
Wipfli Financial Advisors
Wisconsin
$57.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
EWA
5
Exencial Wealth Advisors
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
26
TFO Wealth Partners
Ohio
$20.6M -$401K -9,022 -2%
JIC
27
Joel Isaacson & Co
New York
$20M +$681K +15,343 +4%
RFA
28
Radnor Financial Advisors
Pennsylvania
$18.5M -$117K -2,631 -0.6%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$17.9M -$121K -2,729 -0.7%
AP
30
Adero Partners
California
$17.8M -$1.41M -31,725 -7%
BOS
31
Bingham Osborn & Scarborough
California
$16.7M +$16.7M +376,074 New
PWM
32
PBMares Wealth Management
Virginia
$16.4M +$340K +7,660 +2%
MAM
33
McLean Asset Management
Virginia
$14M +$15.9K +339 +0.1%
LPL Financial
34
LPL Financial
California
$12.6M +$261K +5,869 +2%
MFT
35
Moisand Fitzgerald Tamayo
Florida
$12.2M -$163K -3,673 -1%
AF
36
Allworth Financial
California
$11.9M +$1.5M +33,791 +14%
AC
37
Apella Capital
Connecticut
$11.3M -$30.3K -683 -0.3%
LFG
38
Larson Financial Group
Missouri
$9.58M +$377K +8,485 +4%
IC
39
Intersect Capital
California
$9.34M -$1.08M -24,424 -10%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$8.85M +$533K +12,005 +6%
AL
41
Aspiriant LLC
California
$8.8M -$316K -7,126 -3%
AIS
42
American Investment Services
Massachusetts
$8.73M +$701K +15,786 +9%
Osaic Holdings
43
Osaic Holdings
Arizona
$8.52M +$2.06M +46,252 +32%
RRC
44
Relaxing Retirement Coach
Massachusetts
$7.51M +$343K +7,728 +5%
SP
45
Symmetry Partners
Connecticut
$7.41M +$427K +9,400 +6%
AssetMark Inc
46
AssetMark Inc
California
$7.18M +$500K +11,252 +7%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$6.6M -$31K -698 -0.5%
MIAS
48
Mason Investment Advisory Services
Virginia
$6.36M -$2.98K -67 -0%
1WM
49
1900 Wealth Management
Texas
$6.34M -$2.93K -66 -0%
LFS
50
Lutz Financial Services
Nebraska
$6.25M -$7.42K -167 -0.1%
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