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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 %
SSB
101
Sandy Spring Bank
Maryland
$4.57M +$18.5K +389 +0.4%
RFA
102
RTD Financial Advisors
Pennsylvania
$4.53M +$4.53M +95,332 New
DPI
103
Diversified Portfolios Inc
Michigan
$4.48M -$38.7K -815 -0.9%
WA
104
Wealthstream Advisors
New York
$4.29M +$4.29M +90,308 New
SWM
105
Soundmark Wealth Management
Washington
$4.16M -$2.29M -48,169 -35%
LFA
106
Level Financial Advisors
New York
$4.11M +$4.11M +86,550 New
SDWIA
107
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.1M +$371K +7,814 +10%
UCFA
108
United Capital Financial Advisors
Texas
$4.09M -$196K -4,134 -5%
NWM
109
Northwest Wealth Management
Iowa
$4.04M +$962K +20,246 +31%
SC
110
Schoolcraft Capital
Colorado
$4.01M +$147K +3,085 +4%
DI
111
Disciplined Investments
Oklahoma
$4M +$438K +9,214 +12%
EH
112
Equitable Holdings
New York
$3.85M +$515K +10,829 +15%
CA
113
Claris Advisors
Missouri
$3.81M +$3.81M +80,260 New
EK
114
Evensky & Katz
Florida
$3.8M +$11.2K +235 +0.3%
JWS
115
Juncture Wealth Strategies
Arizona
$3.78M +$148K +3,125 +4%
MWM
116
Mattern Wealth Management
Kansas
$3.72M +$3.72M +78,235 New
KAS
117
Kestra Advisory Services
Texas
$3.38M -$365K -7,680 -10%
Stifel Financial
118
Stifel Financial
Missouri
$3.38M +$647K +13,618 +24%
3LCM
119
3D/L Capital Management
Connecticut
$3.34M +$15K +316 +0.5%
CL
120
CPWM LLC
Washington
$3.27M – – –
AFS
121
Annapolis Financial Services
Maryland
$3.19M -$29.3K -616 -0.9%
UBS Group
122
UBS Group
Switzerland
$3.13M +$761K +16,005 +32%
JC
123
Jentner Corp
Ohio
$3.09M +$11.7K +247 +0.4%
KA
124
Klingman & Associates
New York
$3.07M -$11.2K -236 -0.4%
OMC
125
Old Mission Capital
Illinois
$2.84M +$701K +14,761 +33%
3 4
5
6 7