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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 %
MWA
51
Monograph Wealth Advisors
California
$15.5M -$1.39M -29,890 -8%
CPA
52
Cardiff Park Advisors
California
$15.2M -$310K -6,656 -2%
DEM
53
Disciplined Equity Management
Florida
$15.2M -$183K -3,922 -1%
LW
54
Libra Wealth
California
$15.1M +$928K +19,928 +7%
DWM
55
Dopkins Wealth Management
New York
$14.4M -$13.9K -299 -0.1%
TFP
56
Triune Financial Partners
Kansas
$12.6M -$28K -601 -0.2%
SFG
57
Steward Financial Group
Texas
$12.4M +$857K +18,404 +7%
RJA
58
Raymond James & Associates
Florida
$12.3M +$6.35M +136,235 +106%
LFG
59
Larson Financial Group
Missouri
$12.2M +$1.3M +27,890 +12%
NEPWA
60
New England Private Wealth Advisors
Massachusetts
$12.1M +$2.43M +52,199 +25%
ALWM
61
Andrews Lucia Wealth Management
California
$11.7M – – –
RRC
62
Relaxing Retirement Coach
Massachusetts
$11.5M +$1.94M +41,577 +20%
PFA
63
Pure Financial Advisors
California
$11.2M +$2.47M +53,134 +28%
BWA
64
BlueSky Wealth Advisors
North Carolina
$11M +$407K +8,729 +4%
MWM
65
Mattern Wealth Management
Kansas
$10.9M +$7.23M +155,183 +198%
GCM
66
G2 Capital Management
Ohio
$10.3M +$211K +4,528 +2%
CWA
67
Consilio Wealth Advisors
Washington
$10.3M +$9.6M +206,155 +1,450%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$10.2M +$282K +6,062 +3%
AF
69
Advisornet Financial
Minnesota
$10.1M +$5.02M +107,834 +99%
SP
70
Symmetry Partners
Connecticut
$9.69M +$1.91M +40,925 +24%
SWA
71
ShankerValleau Wealth Advisors
Illinois
$9.67M -$180K -3,875 -2%
WG
72
Watchman Group
Texas
$9.62M +$3.69M +79,287 +62%
AAM
73
Austin Asset Management
Texas
$9.61M -$163K -3,502 -2%
AIS
74
American Investment Services
Massachusetts
$9.07M -$343K -7,353 -4%
CAG
75
Compass Advisory Group
New York
$8.96M +$443K +9,507 +5%
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3
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