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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 %
AWA
101
Arete Wealth Advisors
Illinois
$1.3M +$1.3M +28,994 New
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$1.2M +$1.2M +26,831 New
JPMPWA
103
J.P. Morgan Private Wealth Advisors
California
$1.17M +$1.17M +26,038 New
BTWM
104
Baker Tilly Wealth Management
Wisconsin
$1.12M +$1.12M +24,944 New
IWC
105
Integrated Wealth Concepts
Massachusetts
$1.1M +$1.1M +24,466 New
ZF
106
Zhang Financial
Michigan
$1.08M +$1.08M +24,105 New
PMFA
107
Plante Moran Financial Advisors
Michigan
$1.05M +$1.05M +23,468 New
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$1.02M +$1.02M +22,852 New
MA
109
Mutual Advisors
Nebraska
$1.02M +$1.02M +22,840 New
VA
110
Valmark Advisers
Ohio
$982K +$982K +21,927 New
VFA
111
Valeo Financial Advisors
Indiana
$972K +$972K +21,703 New
TK
112
TIAA Kaspick
Massachusetts
$933K +$933K +20,833 New
PIFP
113
Partners in Financial Planning
Virginia
$922K +$922K +20,576 New
MGIA
114
Moneta Group Investment Advisors
Missouri
$870K +$870K +19,418 New
TF
115
TIAA FSB
Florida
$869K +$869K +19,398 New
MG
116
Mather Group
Illinois
$853K +$853K +19,044 New
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$819K +$819K +18,269 New
AIC
118
Ameritas Investment Company
Nebraska
$804K +$804K +17,946 New
MPAM
119
Murphy Pohlad Asset Management
Minnesota
$775K +$775K +17,317 New
CPSAC
120
Chas P. Smith & Associates (CPS)
Florida
$707K +$707K +15,785 New
VWA
121
Visionary Wealth Advisors
Illinois
$703K +$703K +15,689 New
HG
122
Harbor Group
New Hampshire
$702K +$702K +15,666 New
CWA
123
Clarus Wealth Advisors
Arizona
$678K +$678K +15,148 New
SFSIG
124
San Francisco Sentry Investment Group
California
$675K +$675K +15,058 New
FWP
125
Falcon Wealth Planning
California
$668K +$668K +14,911 New
3 4
5
6 7