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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 %
RFC
51
Regions Financial Corp
Alabama
$6.22M +$6.22M +140,062 New
SWM
52
Soundmark Wealth Management
Washington
$6.03M +$161K +3,619 +3%
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$5.37M – – –
MAS
54
Managed Account Services
Florida
$5.3M -$298K -6,721 -5%
VCA
55
Verdence Capital Advisors
Maryland
$5.21M – – –
SFPM
56
Sensible Financial Planning & Management
Massachusetts
$4.96M +$21.7K +488 +0.4%
PFA
57
Pure Financial Advisors
California
$4.85M +$581K +13,088 +14%
GC
58
Gibson Capital
Pennsylvania
$4.75M -$11.9K -269 -0.2%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$4.62M +$1.84M +41,496 +66%
WF
60
WoodTrust Financial
Wisconsin
$4.47M +$3.99M +89,970 +845%
RSWM
61
Robertson Stephens Wealth Management
California
$4.44M – – –
GCA
62
Gradient Capital Advisors
California
$4.29M +$77.3K +1,742 +2%
SSB
63
Sandy Spring Bank
Maryland
$4.25M +$619K +13,934 +17%
DPI
64
Diversified Portfolios Inc
Michigan
$4.22M +$83.3K +1,877 +2%
UCFA
65
United Capital Financial Advisors
Texas
$4M +$1.69K +38 +0%
SC
66
Schoolcraft Capital
Colorado
$3.61M +$41.5K +935 +1%
EK
67
Evensky & Katz
Florida
$3.54M -$52.8K -1,189 -1%
KAS
68
Kestra Advisory Services
Texas
$3.5M +$503K +11,336 +17%
SDWIA
69
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.48M +$192K +4,319 +6%
JWS
70
Juncture Wealth Strategies
Arizona
$3.39M +$406K +9,154 +14%
DI
71
Disciplined Investments
Oklahoma
$3.33M +$353K +7,953 +12%
CL
72
CPWM LLC
Washington
$3.27M -$365K -8,217 -10%
MG
73
Mather Group
Illinois
$3.19M +$2.34M +52,717 +277%
EH
74
Equitable Holdings
New York
$3.11M +$532K +11,990 +21%
3LCM
75
3D/L Capital Management
Connecticut
$3.11M -$5.55K -125 -0.2%
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