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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 %
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$2.81M +$2.81M +62,655 New
UBS Group
77
UBS Group
Switzerland
$2.67M +$2.67M +59,593 New
EH
78
Equitable Holdings
New York
$2.6M +$2.6M +58,098 New
Stifel Financial
79
Stifel Financial
Missouri
$2.6M +$2.6M +57,933 New
Northern Trust
80
Northern Trust
Illinois
$2.56M +$2.56M +57,115 New
V
81
Veritable
Delaware
$2.28M +$2.28M +50,925 New
BA
82
Bridgewater Advisors
New York
$2.2M +$2.2M +49,188 New
Citadel Advisors
83
Citadel Advisors
Florida
$2.18M +$2.18M +48,751 New
Mariner
84
Mariner
Kansas
$2.18M +$2.18M +48,701 New
NWM
85
Northwest Wealth Management
Iowa
$2.18M +$2.18M +48,606 New
SCM
86
SOL Capital Management
Maryland
$2.02M +$2.02M +45,026 New
RJA
87
Raymond James & Associates
Florida
$1.94M +$1.94M +43,297 New
EWA
88
Exencial Wealth Advisors
Oklahoma
$1.91M +$1.91M +42,641 New
FSWA
89
Financial Synergies Wealth Advisors
Texas
$1.9M +$1.9M +42,419 New
MWPCG
90
Measured Wealth Private Client Group
New Hampshire
$1.83M +$1.83M +40,813 New
US Bancorp
91
US Bancorp
Minnesota
$1.73M +$1.73M +38,505 New
DADC
92
D.A. Davidson & Co
Montana
$1.7M +$1.7M +37,937 New
Truist Financial
93
Truist Financial
North Carolina
$1.7M +$1.7M +37,958 New
OPS
94
Orion Portfolio Solutions
Nebraska
$1.7M +$1.7M +37,905 New
WFA
95
Websterrogers Financial Advisors
South Carolina
$1.68M +$1.68M +40,286 New
AWM
96
Avior Wealth Management
Nebraska
$1.63M +$1.63M +36,439 New
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$1.47M +$1.47M +32,538 New
MWM
98
Mission Wealth Management
California
$1.47M +$1.47M +32,750 New
MA
99
Montag & Associates
Georgia
$1.44M +$1.44M +32,030 New
JWA
100
JFS Wealth Advisors
Pennsylvania
$1.36M +$1.36M +30,428 New
2 3
4
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