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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 %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$1.48M +$3.54K +78 +0.2%
MA
102
Montag & Associates
Georgia
$1.42M – – –
BCA
103
Berman Capital Advisors
Georgia
$1.42M +$1.42M +31,983 New
JPMPWA
104
J.P. Morgan Private Wealth Advisors
California
$1.37M +$209K +4,710 +18%
JWA
105
JFS Wealth Advisors
Pennsylvania
$1.35M +$577 +13 +0%
AWA
106
Arete Wealth Advisors
Illinois
$1.29M +$2.58K +58 +0.2%
KeyBank National Association
107
KeyBank National Association
Ohio
$1.24M +$814K +18,346 +193%
SIAG
108
Safeguard Investment Advisory Group
California
$1.22M +$722K +16,266 +144%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$1.19M +$170K +3,831 +17%
VCM
110
Versant Capital Management
Arizona
$1.18M +$1.18M +26,671 New
PFGIA
111
Patriot Financial Group Insurance Agency
Massachusetts
$1.12M +$1.12M +25,142 New
AP
112
Advisor Partners
California
$1.1M +$1.1M +24,844 New
ZF
113
Zhang Financial
Michigan
$1.07M +$2.66K +60 +0.2%
IWC
114
Integrated Wealth Concepts
Massachusetts
$1.05M -$36.6K -825 -3%
MWM
115
Mission Wealth Management
California
$1.03M -$429K -9,670 -30%
BTWM
116
Baker Tilly Wealth Management
Wisconsin
$1.02M -$88.1K -1,985 -8%
MA
117
Mutual Advisors
Nebraska
$988K -$26.5K -596 -3%
VA
118
Valmark Advisers
Ohio
$974K – – –
VFA
119
Valeo Financial Advisors
Indiana
$964K – – –
CAM
120
Cresset Asset Management
Illinois
$945K +$945K +21,280 New
TK
121
TIAA Kaspick
Massachusetts
$925K – – –
PIFP
122
Partners in Financial Planning
Virginia
$915K +$1.11K +25 +0.1%
PMFA
123
Plante Moran Financial Advisors
Michigan
$872K -$170K -3,832 -16%
MGIA
124
Moneta Group Investment Advisors
Missouri
$862K -$178 -4 -0%
TF
125
TIAA FSB
Florida
$847K -$14.2K -320 -2%
3 4
5
6 7