Dimensional US Targeted Value ETF
DFAT
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.
333% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 18
51% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 98
17% more funds holding
Funds holding: 340 → 398 (+58)
15% more funds holding in top 10
Funds holding in top 10: 65 → 75 (+10)
3.25% more ownership
Funds ownership: 65.56% → 68.81% (+3.3%)
7% less capital invested
Capital invested by funds: $4.58B → $4.28B (-$300M)
Top Buyers
Top Sellers
DFAT Hedge Fund Activity: Q2 2022 in Review
398 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Targeted Value ETF (DFAT) for Q2 2022, worth a combined $4.28B — down 6.5% from $4.58B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new DFAT positions and 18 closed out — a net gain of 60 holders — while 148 added to existing stakes and 98 trimmed.
The largest buyer was Forvis Mazars Wealth Advisors, opening a new position worth an estimated $36.1M. The largest seller was Index Fund Advisors, cutting an estimated $26M.
- 398 institutional investors held Dimensional US Targeted Value ETF (DFAT) as of Q2 2022, up from 340 in Q1 2022.
- Funds reported $4.28B of Dimensional US Targeted Value ETF stock for Q2 2022, down 6.5% quarter-over-quarter.
- 78 funds opened new Dimensional US Targeted Value ETF positions in Q2 2022 and 18 closed out, a net change of +60 holders.
- The largest Dimensional US Targeted Value ETF buyer in Q2 2022 was Forvis Mazars Wealth Advisors, an estimated $36.1M added.
- The largest Dimensional US Targeted Value ETF seller in Q2 2022 was Index Fund Advisors, an estimated $26M sold.
Based on aggregated 13F filings for Q2 2022.