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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

243 hedge funds and large institutions have $2.45B invested in Dimensional US Targeted Value ETF in 2021 Q2 according to their latest regulatory filings, with 242 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+242
Holders Change %
+24,200%
% of All Funds
4.24%
Holding in Top 10
27
Holding in Top 10 Change
+27
Holding in Top 10 Change %
%
% of All Funds
0.47%
New
242
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
Buckingham Strategic Wealth
Missouri
$501M
2
Creative Planning
Creative Planning
Kansas
$310M
3
SC
Savant Capital
Illinois
$142M
4
AWP
Abacus Wealth Partners
California
$82.1M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$80.8M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
126
Dakota Wealth Management
Florida
$659K +$659K +14,698 New
RC
127
RegentAtlantic Capital
New Jersey
$643K +$643K +14,346 New
CAN
128
Cetera Advisor Networks
California
$606K +$606K +13,521 New
IAN
129
Integrated Advisors Network
Texas
$592K +$592K +13,214 New
William Blair & Company
130
William Blair & Company
Illinois
$565K +$565K +12,601 New
UR
131
USCA RIA
Texas
$546K +$546K +12,184 New
FFS
132
Founders Financial Securities
Maryland
$530K +$530K +11,824 New
VCP
133
Vista Capital Partners
Oregon
$528K +$528K +11,779 New
BJL
134
Brighton Jones LLC
Washington
$521K +$521K +11,631 New
PCA
135
Personal Capital Advisors
California
$516K +$516K +11,513 New
LWAC
136
Laurel Wealth Advisors (California)
California
$508K +$508K +11,345 New
SIAG
137
Safeguard Investment Advisory Group
California
$506K +$506K +11,297 New
BC
138
Burleson & Co
California
$501K +$501K +11,189 New
OCM
139
Oakwood Capital Management
California
$499K +$499K +11,145 New
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$493K +$493K +11,000 New
PAG
141
Private Advisor Group
New Jersey
$489K +$489K +10,921 New
SFS
142
Strategic Financial Services
New York
$480K +$480K +10,714 New
WF
143
WoodTrust Financial
Wisconsin
$477K +$477K +10,648 New
WT
144
Whittier Trust
California
$474K +$474K +10,585 New
FA
145
Fortis Advisors
Pennsylvania
$459K +$459K +10,249 New
SHGA
146
Sand Hill Global Advisors
California
$451K +$451K +10,068 New
LB
147
Leo Brokerage
Texas
$449K +$449K +10,016 New
KCPG
148
Kavar Capital Partners Group
Kansas
$446K +$446K +9,950 New
AWM
149
AE Wealth Management
Kansas
$444K +$444K +9,921 New
PFBT
150
Parkside Financial Bank & Trust
Missouri
$439K +$439K +9,801 New
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