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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 %
AssetMark Inc
76
AssetMark Inc
California
$8.81M +$798K +17,122 +10%
AL
77
Aspiriant LLC
California
$8.8M +$103K +2,213 +1%
IC
78
Intersect Capital
California
$7.64M -$985K -21,149 -11%
HNWA
79
Henrickson Nauta Wealth Advisors
Michigan
$7.13M +$5.87K +126 +0.1%
RK
80
Rather & Kittrell
Tennessee
$7.11M +$232K +4,972 +3%
LFS
81
Lutz Financial Services
Nebraska
$7.1M +$586K +12,583 +9%
Mariner
82
Mariner
Kansas
$7.07M +$4.33M +92,855 +158%
MFT
83
Moisand Fitzgerald Tamayo
Florida
$6.94M -$5.8M -124,553 -46%
BPA
84
Beacon Pointe Advisors
California
$6.9M +$6.59M +141,497 +2,138%
MIAS
85
Mason Investment Advisory Services
Virginia
$6.54M -$59.5K -1,278 -0.9%
RCI
86
RS Crum Inc
California
$6.5M +$82.7K +1,776 +1%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$6.49M +$1.21M +25,983 +23%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$6.48M -$411K -8,824 -6%
RFC
89
Regions Financial Corp
Alabama
$6.47M -$23.7K -508 -0.4%
Truist Financial
90
Truist Financial
North Carolina
$6.33M +$4.66M +100,076 +279%
1WM
91
1900 Wealth Management
Texas
$6.09M -$256K -5,504 -4%
MG
92
Mather Group
Illinois
$5.8M +$83.1K +1,784 +1%
LFA
93
Landmark Financial Advisors
Kentucky
$5.56M +$4.34M +96,440 +356%
VCA
94
Verdence Capital Advisors
Maryland
$5.47M – – –
SFPM
95
Sensible Financial Planning & Management
Massachusetts
$5.25M +$6.99K +150 +0.1%
DI
96
Disciplined Investments
Oklahoma
$4.95M +$1.03M +22,084 +26%
RA
97
Rise Advisors
New York
$4.95M +$4.95M +106,342 New
RA
98
RFG Advisory
Alabama
$4.92M +$4.92M +105,664 New
GC
99
Gibson Capital
Pennsylvania
$4.9M -$80.9K -1,742 -2%
SC
100
Schoolcraft Capital
Colorado
$4.75M +$820K +17,595 +21%
2 3
4
5 6