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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 %
SFA
51
Sequoia Financial Advisors
Ohio
$15.9M +$948K +23,560 +6%
MWA
52
Monograph Wealth Advisors
California
$15.2M +$1.73M +43,036 +13%
PWM
53
PBMares Wealth Management
Virginia
$15.1M +$15.1M +375,888 New
PFO
54
Pathstone Family Office
New Jersey
$14.1M +$14.1M +350,772 New
AP
55
Adero Partners
California
$14M -$468K -11,690 -3%
DEM
56
Disciplined Equity Management
Florida
$13.5M +$337K +8,382 +3%
DWM
57
Dopkins Wealth Management
New York
$12.5M +$85.5K +2,127 +0.7%
LPL Financial
58
LPL Financial
California
$12.5M +$12.5M +309,608 New
CPA
59
Cardiff Park Advisors
California
$12.4M -$771K -19,166 -6%
NEPWA
60
New England Private Wealth Advisors
Massachusetts
$12.1M -$1.12K -24 -0%
MAM
61
McLean Asset Management
Virginia
$11.8M +$11.8M +295,422 New
LW
62
Libra Wealth
California
$11.6M -$1.44M -35,858 -11%
ALWM
63
Andrews Lucia Wealth Management
California
$11.4M -$56.5K -1,213 -0.5%
TFP
64
Triune Financial Partners
Kansas
$11M +$100K +2,486 +0.9%
RRC
65
Relaxing Retirement Coach
Massachusetts
$11M +$985K +24,495 +10%
MFT
66
Moisand Fitzgerald Tamayo
Florida
$10.8M +$4.84M +120,235 +81%
LFG
67
Larson Financial Group
Missouri
$10.8M +$283K +7,028 +3%
SFG
68
Steward Financial Group
Texas
$10.6M -$48.3K -1,200 -0.5%
Mariner
69
Mariner
Kansas
$10.4M +$4.32M +107,442 +71%
BWA
70
BlueSky Wealth Advisors
North Carolina
$10.3M +$817K +20,320 +9%
WG
71
Watchman Group
Texas
$10M +$1.7M +42,335 +21%
RJA
72
Raymond James & Associates
Florida
$9.84M -$797K -19,808 -7%
CWA
73
Consilio Wealth Advisors
Washington
$9.36M +$498K +12,384 +6%
CWA
74
Choice Wealth Advisors
Maine
$9.36M +$9.36M +232,760 New
GCM
75
G2 Capital Management
Ohio
$9.06M +$180K +4,479 +2%
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3
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