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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 %
AFS
76
Annapolis Financial Services
Maryland
$3.01M +$154K +3,461 +5%
KA
77
Klingman & Associates
New York
$2.88M – – –
JC
78
Jentner Corp
Ohio
$2.88M -$1.11K -25 -0%
NWM
79
Northwest Wealth Management
Iowa
$2.88M +$719K +16,196 +33%
AF
80
Advisornet Financial
Minnesota
$2.76M +$2.76M +62,123 New
Stifel Financial
81
Stifel Financial
Missouri
$2.55M -$20.5K -462 -0.8%
Northern Trust
82
Northern Trust
Illinois
$2.47M -$68.5K -1,543 -3%
OPS
83
Orion Portfolio Solutions
Nebraska
$2.39M +$703K +15,831 +42%
V
84
Veritable
Delaware
$2.26M – – –
UBS Group
85
UBS Group
Switzerland
$2.21M -$432K -9,725 -16%
BA
86
Bridgewater Advisors
New York
$2.18M +$266 +6 +0%
OSAM
87
O'Shaughnessy Asset Management
Connecticut
$2.11M -$1.09M -24,468 -34%
TWP
88
Total Wealth Planning
Ohio
$2.01M +$2.01M +45,262 New
SCM
89
SOL Capital Management
Maryland
$2M – – –
OMC
90
Old Mission Capital
Illinois
$1.99M +$1.99M +44,904 New
Mariner
91
Mariner
Kansas
$1.89M -$276K -6,206 -13%
WFA
92
Websterrogers Financial Advisors
South Carolina
$1.79M +$755 +17 +0%
RJA
93
Raymond James & Associates
Florida
$1.79M -$137K -3,083 -7%
PAG
94
Private Advisor Group
New Jersey
$1.76M +$1.28M +28,719 +263%
DADC
95
D.A. Davidson & Co
Montana
$1.74M +$54.7K +1,231 +3%
MWPCG
96
Measured Wealth Private Client Group
New Hampshire
$1.72M -$90.1K -2,030 -5%
FSWA
97
Financial Synergies Wealth Advisors
Texas
$1.72M -$166K -3,740 -9%
Truist Financial
98
Truist Financial
North Carolina
$1.63M -$59.6K -1,342 -4%
US Bancorp
99
US Bancorp
Minnesota
$1.55M -$162K -3,658 -10%
AWM
100
Avior Wealth Management
Nebraska
$1.53M -$86.5K -1,949 -5%
2 3
4
5 6