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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

364 hedge funds and large institutions have $4.44B invested in Dimensional US Targeted Value ETF in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 108 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+92
Holders Change %
+33.82%
% of All Funds
5.62%
Holding in Top 10
70
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+141.38%
% of All Funds
1.08%
New
113
Increased
108
Reduced
74
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QA
1
Quantitative Advantage
Minnesota
$56.3M
2
Creative Planning
2
Creative Planning
Kansas
$382M
3
SFA
3
Sequoia Financial Advisors
Ohio
$17M
4
BWA
4
BlueSky Wealth Advisors
North Carolina
$10.8M
5
NEPWA
5
New England Private Wealth Advisors
Massachusetts
$9.92M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$39.1M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$0
3
WF
3
WoodTrust Financial
Wisconsin
$506K
4
SC
4
Savant Capital
Illinois
$146M
5
WFA
5
Wipfli Financial Advisors
Wisconsin
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIGP
26
Hill Investment Group Partners
Missouri
$36.6M -$358K -7,539 -1%
CPA
27
Capital Performance Advisors
California
$35.5M +$35.5M +800,174 New
CCM
28
Carlson Capital Management
Minnesota
$35.4M -$86K -1,809 -0.2%
SWA
29
Sax Wealth Advisors
New Jersey
$35.2M +$730K +15,369 +2%
MRWM
30
ML&R Wealth Management
Texas
$34.3M +$34.3M +722,207 New
CL
31
Choreo LLC
Illinois
$32.3M -$340K -7,163 -1%
TWA
32
TCI Wealth Advisors
Arizona
$31.1M -$736K -15,487 -2%
FG
33
Foster Group
Iowa
$30.2M -$628K -13,212 -2%
EWM
34
Empirical Wealth Management
Washington
$29.6M +$878K +18,467 +3%
BHWM
35
Beaird Harris Wealth Management
Texas
$29.2M +$29.2M +615,364 New
KAM
36
Kraft Asset Management
Tennessee
$28.9M +$28.9M +608,602 New
TFM
37
TFC Financial Management
Massachusetts
$27.8M +$430K +9,043 +2%
KAM
38
KEB Asset Management
Illinois
$24.8M +$24.8M +521,117 New
MPM
39
MBB Public Markets
Illinois
$24M +$24M +505,225 New
HighTower Advisors
40
HighTower Advisors
Illinois
$24M +$417K +8,783 +2%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$21.7M +$2.53M +53,251 +13%
JIC
42
Joel Isaacson & Co
New York
$21.6M +$200K +4,212 +0.9%
TWP
43
TFO Wealth Partners
Ohio
$21.2M -$171K -3,716 -0.8%
RFA
44
Radnor Financial Advisors
Pennsylvania
$20M +$194K +4,087 +1%
LFA
45
Lauterbach Financial Advisors
Texas
$19.8M +$19.8M +415,884 New
EVM
46
Eaton Vance Management
Massachusetts
$18M +$93.6K +1,970 +0.5%
AP
47
Adero Partners
California
$17.9M -$1.14M -24,050 -6%
PWM
48
PBMares Wealth Management
Virginia
$17.8M +$240K +5,041 +1%
AF
49
Allworth Financial
California
$17.6M +$4.81M +101,146 +38%
MWA
50
Monograph Wealth Advisors
California
$17.3M +$17.3M +363,536 New
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