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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 %
MPM
26
MBB Public Markets
Illinois
$33.7M +$4.28M +106,433 +15%
FMWA
27
Forvis Mazars Wealth Advisors
Missouri
$33.1M +$33.1M +822,569 New
CPA
28
Capital Performance Advisors
California
$32.4M +$146K +3,640 +0.5%
MRWM
29
ML&R Wealth Management
Texas
$30M -$435K -10,811 -1%
HIGP
30
Hill Investment Group Partners
Missouri
$29.1M -$1.77M -44,071 -6%
EWM
31
Empirical Wealth Management
Washington
$28.7M +$2.77M +68,968 +11%
SWA
32
Sax Wealth Advisors
New Jersey
$28.5M +$894K +22,234 +3%
CCM
33
Carlson Capital Management
Minnesota
$28.2M -$1.27M -31,608 -4%
KAM
34
Kraft Asset Management
Tennessee
$26.6M +$419K +10,428 +2%
CL
35
Choreo LLC
Illinois
$26.3M -$1.1M -27,323 -4%
TWA
36
TCI Wealth Advisors
Arizona
$24.9M -$850K -21,131 -3%
FG
37
Foster Group
Iowa
$24.7M -$313K -7,779 -1%
TFM
38
TFC Financial Management
Massachusetts
$24.3M -$176K -4,378 -0.7%
KAM
39
KEB Asset Management
Illinois
$23.3M +$2.38M +59,108 +11%
BHWM
40
Beaird Harris Wealth Management
Texas
$22.3M -$484K -12,027 -2%
AF
41
Allworth Financial
California
$21.2M +$5.4M +134,253 +34%
AC
42
Apella Capital
Connecticut
$20.7M +$20.7M +513,931 New
HighTower Advisors
43
HighTower Advisors
Illinois
$20.5M -$3.34M -82,948 -14%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$18.6M -$1.62M -40,286 -8%
Cerity Partners
45
Cerity Partners
New York
$18.5M +$593K +14,736 +3%
JIC
46
Joel Isaacson & Co
New York
$18.3M -$420K -10,451 -2%
TWP
47
TFO Wealth Partners
Ohio
$18.3M -$43.8K -1,088 -0.2%
RFA
48
Radnor Financial Advisors
Pennsylvania
$18.1M +$752K +18,687 +4%
LFA
49
Lauterbach Financial Advisors
Texas
$17.2M +$361K +8,982 +2%
QFA
50
Quantum Financial Advisors
California
$17.1M +$17.1M +381,087 New
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