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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 %
SWM
51
Soundmark Wealth Management
Washington
$5.88M +$5.88M +132,135 New
MAS
52
Managed Account Services
Florida
$5.65M +$5.65M +126,087 New
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$5.42M +$5.42M +120,895 New
VCA
54
Verdence Capital Advisors
Maryland
$5.26M +$5.26M +117,335 New
SFPM
55
Sensible Financial Planning & Management
Massachusetts
$4.98M +$4.98M +111,231 New
GC
56
Gibson Capital
Pennsylvania
$4.81M +$4.81M +107,601 New
RSWM
57
Robertson Stephens Wealth Management
California
$4.48M +$4.48M +100,008 New
PFA
58
Pure Financial Advisors
California
$4.3M +$4.3M +96,056 New
GCA
59
Gradient Capital Advisors
California
$4.25M +$4.25M +94,906 New
DPI
60
Diversified Portfolios Inc
Michigan
$4.18M +$4.18M +93,209 New
UCFA
61
United Capital Financial Advisors
Texas
$4.04M +$4.04M +90,058 New
CL
62
CPWM LLC
Washington
$3.67M +$3.67M +81,878 New
SSB
63
Sandy Spring Bank
Maryland
$3.66M +$3.66M +81,734 New
EK
64
Evensky & Katz
Florida
$3.63M +$3.63M +80,933 New
SC
65
Schoolcraft Capital
Colorado
$3.6M +$3.6M +80,362 New
Jane Street
66
Jane Street
New York
$3.45M +$3.45M +76,961 New
SDWIA
67
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.32M +$3.32M +74,140 New
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$3.22M +$3.22M +71,883 New
3LCM
69
3D/L Capital Management
Connecticut
$3.14M +$3.14M +70,069 New
JWS
70
Juncture Wealth Strategies
Arizona
$3.03M +$3.03M +67,210 New
KAS
71
Kestra Advisory Services
Texas
$3.02M +$3.02M +67,426 New
DI
72
Disciplined Investments
Oklahoma
$3.01M +$3.01M +67,083 New
KA
73
Klingman & Associates
New York
$2.91M +$2.91M +64,917 New
JC
74
Jentner Corp
Ohio
$2.91M +$2.91M +64,831 New
AFS
75
Annapolis Financial Services
Maryland
$2.88M +$2.88M +64,217 New
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