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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 %
RSWM
101
Robertson Stephens Wealth Management
California
$4.66M – – –
SC
102
Shearwater Capital
Colorado
$4.61M +$52.6K +1,130 +1%
GCA
103
Gradient Capital Advisors
California
$4.6M +$19.9K +427 +0.4%
RFA
104
RTD Financial Advisors
Pennsylvania
$4.46M +$22.8K +490 +0.5%
WA
105
Wealthstream Advisors
New York
$4.19M -$20.1K -432 -0.5%
UCFA
106
United Capital Financial Advisors
Texas
$4.17M +$170K +3,650 +4%
SDWIA
107
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.1M +$76.1K +1,633 +2%
SWM
108
Soundmark Wealth Management
Washington
$4.09M +$10.2K +219 +0.3%
JWS
109
Juncture Wealth Strategies
Arizona
$4.07M +$366K +7,848 +10%
DPI
110
Diversified Portfolios Inc
Michigan
$4.06M -$328K -7,037 -7%
CA
111
Claris Advisors
Missouri
$3.92M +$181K +3,890 +5%
KAS
112
Kestra Advisory Services
Texas
$3.89M +$576K +12,356 +17%
EH
113
Equitable Holdings
New York
$3.75M -$19.9K -427 -0.5%
EK
114
Evensky & Katz
Florida
$3.7M -$23.9K -512 -0.6%
PFM
115
Phillips Financial Management
Indiana
$3.65M +$3.65M +78,434 New
Osaic Holdings
116
Osaic Holdings
Arizona
$3.49M -$4.99M -107,129 -59%
CL
117
CPWM LLC
Washington
$3.47M +$36.8K +791 +1%
UBS Group
118
UBS Group
Switzerland
$3.42M +$346K +7,434 +11%
EWA
119
Exencial Wealth Advisors
Oklahoma
$3.35M +$1.35M +28,916 +67%
3LCM
120
3D/L Capital Management
Connecticut
$3.26M -$12.7K -273 -0.4%
Stifel Financial
121
Stifel Financial
Missouri
$3.14M -$175K -3,759 -5%
AFS
122
Annapolis Financial Services
Maryland
$3.12M -$1.03K -22 -0%
KA
123
Klingman & Associates
New York
$3.01M – – –
AC
124
Applied Capital
Arkansas
$2.98M +$2.98M +64,015 New
FCG
125
Financial Connections Group
California
$2.94M +$2.14M +46,004 +268%
3 4
5
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