DFAT icon

Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

340 hedge funds and large institutions have $4.58B invested in Dimensional US Targeted Value ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 146 increasing their positions, 79 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
-24
Holders Change %
-6.59%
% of All Funds
5.38%
Holding in Top 10
65
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.14%
% of All Funds
1.03%
New
41
Increased
146
Reduced
79
Closed
60
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$164M
2
EWA
2
EP Wealth Advisors
California
$35.3M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$75.7M
4
JTWM
4
Jackson Thornton Wealth Management
Alabama
$128M
5
FFM
5
Forum Financial Management
Illinois
$234M

Top Sellers

1
AWP
1
Abacus Wealth Partners
California
$66.7M
2
PWM
2
PBMares Wealth Management
Virginia
$0
3
MAM
3
McLean Asset Management
Virginia
$0
4
LPL Financial
4
LPL Financial
California
$0
5
AC
5
Apella Capital
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DHGWA
26
Dixon Hughes Goodman Wealth Advisors
North Carolina
$37.2M -$13.5K -290 -0%
HIGP
27
Hill Investment Group Partners
Missouri
$35.8M -$53.9K -1,158 -0.2%
EWA
28
EP Wealth Advisors
California
$35.3M +$35.3M +757,013 New
MRWM
29
ML&R Wealth Management
Texas
$35.2M +$1.6M +34,290 +5%
CCM
30
Carlson Capital Management
Minnesota
$34.2M -$490K -10,529 -1%
MPM
31
MBB Public Markets
Illinois
$34.1M +$10.5M +226,032 +45%
SWA
32
Sax Wealth Advisors
New Jersey
$32M -$2.54M -54,519 -7%
CL
33
Choreo LLC
Illinois
$31.7M +$36K +773 +0.1%
KAM
34
Kraft Asset Management
Tennessee
$30.4M +$2.02M +43,299 +7%
EWM
35
Empirical Wealth Management
Washington
$30M +$1.06M +22,690 +4%
TWA
36
TCI Wealth Advisors
Arizona
$29.9M -$583K -12,523 -2%
FG
37
Foster Group
Iowa
$28.9M -$619K -13,279 -2%
TFM
38
TFC Financial Management
Massachusetts
$28.3M +$1.06M +22,788 +4%
HighTower Advisors
39
HighTower Advisors
Illinois
$27.6M +$4.15M +89,220 +18%
BHWM
40
Beaird Harris Wealth Management
Texas
$26.4M -$2.24M -48,143 -8%
KAM
41
KEB Asset Management
Illinois
$24.2M -$50.4K -1,081 -0.2%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$23.5M +$2.18M +46,791 +10%
JIC
43
Joel Isaacson & Co
New York
$21.3M +$522K +11,387 +3%
TWP
44
TFO Wealth Partners
Ohio
$21.3M -$162K -3,485 -0.8%
RFA
45
Radnor Financial Advisors
Pennsylvania
$20.1M +$490K +10,515 +3%
LFA
46
Lauterbach Financial Advisors
Texas
$19.6M +$179K +3,836 +0.9%
AF
47
Allworth Financial
California
$18.2M +$1.01M +21,694 +6%
EVM
48
Eaton Vance Management
Massachusetts
$17.6M -$28.3K -608 -0.2%
SFA
49
Sequoia Financial Advisors
Ohio
$17.3M +$678K +14,560 +4%
AP
50
Adero Partners
California
$16.9M -$668K -14,347 -4%
1
2
3 4 5