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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 %
SFA
51
Sequoia Financial Advisors
Ohio
$17M +$17M +357,685 New
CPA
52
Cardiff Park Advisors
California
$15.9M +$15.9M +333,707 New
DEM
53
Disciplined Equity Management
Florida
$15.7M +$15.7M +330,458 New
DWM
54
Dopkins Wealth Management
New York
$14.7M +$14.7M +310,177 New
LW
55
Libra Wealth
California
$14.4M +$14.4M +304,587 New
MAM
56
McLean Asset Management
Virginia
$14.3M -$95.8K -1,987 -0.7%
LPL Financial
57
LPL Financial
California
$14.2M +$737K +15,506 +5%
MFT
58
Moisand Fitzgerald Tamayo
Florida
$13M -$40.2K -847 -0.3%
TFP
59
Triune Financial Partners
Kansas
$12.9M +$12.9M +271,581 New
AC
60
Apella Capital
Connecticut
$12.1M -$7.79K -164 -0.1%
SFG
61
Steward Financial Group
Texas
$11.7M +$11.7M +247,077 New
ALWM
62
Andrews Lucia Wealth Management
California
$11.7M +$11.7M +246,409 New
LFG
63
Larson Financial Group
Missouri
$11.1M +$878K +18,469 +9%
BWA
64
BlueSky Wealth Advisors
North Carolina
$10.8M +$10.8M +227,237 New
GCM
65
G2 Capital Management
Ohio
$10.3M +$10.3M +216,364 New
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$10.1M +$627K +13,190 +7%
SWA
67
ShankerValleau Wealth Advisors
Illinois
$10.1M +$10.1M +211,520 New
AAM
68
Austin Asset Management
Texas
$9.97M +$9.97M +209,720 New
NEPWA
69
New England Private Wealth Advisors
Massachusetts
$9.92M +$9.51M +200,126 +2,346%
RRC
70
Relaxing Retirement Coach
Massachusetts
$9.81M +$1.77M +37,259 +22%
AIS
71
American Investment Services
Massachusetts
$9.6M +$257K +5,398 +3%
PFA
72
Pure Financial Advisors
California
$8.88M +$3.69M +77,749 +71%
AL
73
Aspiriant LLC
California
$8.87M -$550K -11,563 -6%
IC
74
Intersect Capital
California
$8.8M -$1.2M -25,293 -12%
CAG
75
Compass Advisory Group
New York
$8.69M +$8.69M +182,768 New
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