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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 %
Osaic Holdings
76
Osaic Holdings
Arizona
$8.65M -$458K -9,639 -5%
AssetMark Inc
77
AssetMark Inc
California
$8.17M +$490K +10,316 +6%
PCI
78
Planning Center Inc
Illinois
$8.03M +$8.03M +174,143 New
B
79
BetterWealth
California
$7.97M +$7.97M +167,716 New
SP
80
Symmetry Partners
Connecticut
$7.94M +$200K +4,202 +3%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$7.03M -$33.2K -699 -0.5%
HNWA
82
Henrickson Nauta Wealth Advisors
Michigan
$7.03M +$7.03M +153,039 New
RK
83
Rather & Kittrell
Tennessee
$7.02M +$7.02M +147,655 New
MIAS
84
Mason Investment Advisory Services
Virginia
$6.73M -$74.8K -1,575 -1%
LFS
85
Lutz Financial Services
Nebraska
$6.65M -$40K -841 -0.6%
RFC
86
Regions Financial Corp
Alabama
$6.62M -$33K -695 -0.5%
RCI
87
RS Crum Inc
California
$6.55M +$6.55M +137,742 New
1WM
88
1900 Wealth Management
Texas
$6.47M -$311K -6,540 -5%
RJA
89
Raymond James & Associates
Florida
$6.1M +$4.18M +88,050 +219%
WG
90
Watchman Group
Texas
$6.04M +$5.84M +122,792 +2,806%
MG
91
Mather Group
Illinois
$5.83M +$2.42M +50,904 +71%
VCA
92
Verdence Capital Advisors
Maryland
$5.58M – – –
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$5.39M +$439K +9,245 +9%
SFPM
94
Sensible Financial Planning & Management
Massachusetts
$5.35M +$40.1K +844 +0.8%
AF
95
Advisornet Financial
Minnesota
$5.19M +$2.23M +46,979 +76%
GC
96
Gibson Capital
Pennsylvania
$5.09M -$3.08K -65 -0.1%
PCM
97
Passive Capital Management
Maryland
$5.02M +$5.02M +105,679 New
RSWM
98
Robertson Stephens Wealth Management
California
$4.75M – – –
GCA
99
Gradient Capital Advisors
California
$4.67M +$77.8K +1,637 +2%
SC
100
Shearwater Capital
Colorado
$4.65M +$4.65M +97,895 New
2 3
4
5 6