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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 %
Truist Financial
101
Truist Financial
North Carolina
$5.54M +$72.4K +1,799 +1%
RCI
102
RS Crum Inc
California
$5.5M -$110K -2,730 -2%
MIAS
103
Mason Investment Advisory Services
Virginia
$5.47M -$172K -4,285 -3%
RFC
104
Regions Financial Corp
Alabama
$5.47M -$116K -2,890 -2%
PCM
105
Passive Capital Management
Maryland
$5.3M +$5.3M +131,679 New
1WM
106
1900 Wealth Management
Texas
$5.05M -$205K -5,095 -4%
RA
107
RFG Advisory
Alabama
$4.98M +$333K +7,577 +7%
DI
108
Disciplined Investments
Oklahoma
$4.85M +$573K +14,256 +13%
VCA
109
Verdence Capital Advisors
Maryland
$4.72M – – –
SFPM
110
Sensible Financial Planning & Management
Massachusetts
$4.55M +$11.9K +295 +0.3%
GCA
111
Gradient Capital Advisors
California
$4.5M +$534K +13,268 +13%
EH
112
Equitable Holdings
New York
$4.49M +$1.26M +31,242 +39%
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$4.41M +$2.49M +61,846 +129%
RA
114
Rise Advisors
New York
$4.37M +$89.2K +2,219 +2%
SSB
115
Sandy Spring Bank
Maryland
$4.33M +$4.33M +107,537 New
B
116
BetterWealth
California
$4.25M +$4.25M +105,707 New
SC
117
Schoolcraft Capital
Colorado
$4.2M +$102K +2,537 +2%
GC
118
Gibson Capital
Pennsylvania
$4.18M -$50.7K -1,265 -1%
KAS
119
Kestra Advisory Services
Texas
$4.06M +$703K +17,483 +21%
RSWM
120
Robertson Stephens Wealth Management
California
$4.02M -$5.03K -125 -0.1%
JWS
121
Juncture Wealth Strategies
Arizona
$3.98M +$472K +11,726 +13%
RFA
122
RTD Financial Advisors
Pennsylvania
$3.82M -$30.8K -765 -0.8%
SC
123
Shearwater Capital
Colorado
$3.73M -$250K -6,223 -6%
PFM
124
Phillips Financial Management
Indiana
$3.67M +$517K +12,851 +16%
UCFA
125
United Capital Financial Advisors
Texas
$3.66M +$55.4K +1,378 +2%
3 4
5
6 7