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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 %
MWM
76
Mattern Wealth Management
Kansas
$8.86M -$532K -13,225 -6%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$8.85M +$52.7K +1,311 +0.6%
CAG
78
Compass Advisory Group
New York
$8.76M +$1.03M +25,492 +13%
Osaic Holdings
79
Osaic Holdings
Arizona
$8.55M +$5.53M +137,467 +184%
AssetMark Inc
80
AssetMark Inc
California
$8.27M +$666K +16,553 +9%
AAM
81
Austin Asset Management
Texas
$8.24M -$56K -1,392 -0.7%
SWA
82
ShankerValleau Wealth Advisors
Illinois
$8.19M -$159K -3,952 -2%
SP
83
Symmetry Partners
Connecticut
$8.18M -$182K -4,518 -2%
MML Investors Services
84
MML Investors Services
Massachusetts
$8.02M +$6.74M +167,662 +527%
AIS
85
American Investment Services
Massachusetts
$8.01M +$181K +4,512 +2%
PFA
86
Pure Financial Advisors
California
$7.99M -$1.66M -41,393 -17%
AL
87
Aspiriant LLC
California
$7.48M -$111K -2,772 -1%
PCI
88
Planning Center Inc
Illinois
$7.42M +$7.42M +186,462 New
EK
89
Evensky & Katz
Florida
$7.37M +$4.6M +131,833 +166%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$6.82M +$1.22M +30,248 +22%
MG
91
Mather Group
Illinois
$6.73M +$1.72M +42,823 +34%
SWM
92
Spire Wealth Management
Virginia
$6.52M +$6.52M +162,157 New
LFA
93
Landmark Financial Advisors
Kentucky
$6.27M +$1.3M +32,335 +26%
HNWA
94
Henrickson Nauta Wealth Advisors
Michigan
$6.26M +$99K +2,462 +2%
RK
95
Rather & Kittrell
Tennessee
$6.2M +$64K +1,592 +1%
LFS
96
Lutz Financial Services
Nebraska
$6.19M +$56.1K +1,396 +0.9%
IC
97
Intersect Capital
California
$5.91M -$682K -16,963 -10%
BPA
98
Beacon Pointe Advisors
California
$5.9M -$57.8K -1,437 -1%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$5.7M +$108K +2,678 +2%
NWM
100
Northwest Wealth Management
Iowa
$5.54M +$5.54M +137,839 New
2 3
4
5 6