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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

272 hedge funds and large institutions have $2.69B invested in Dimensional US Targeted Value ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 67 reducing their positions, and 14 closing their positions.

Holders
272
Holders Change
+29
Holders Change %
+11.93%
% of All Funds
4.78%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.51%
New
50
Increased
99
Reduced
67
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
1
Truepoint Inc
Ohio
$87.2M
2
MWM
2
Merriman Wealth Management
Washington
$139M
3
SWA
3
Sax Wealth Advisors
New Jersey
$32.2M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$524M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$96.5M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$0
2
Jane Street
2
Jane Street
New York
$0
3
WFA
3
Wipfli Financial Advisors
Wisconsin
$57.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
EWA
5
Exencial Wealth Advisors
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASI
126
Advisory Services & Investments
Oregon
$846K +$846K +19,052 New
MPAM
127
Murphy Pohlad Asset Management
Minnesota
$770K +$1.38K +31 +0.2%
CWA
128
Clarus Wealth Advisors
Arizona
$722K +$33.2K +729 +5%
TNBTD
129
Trustmark National Bank Trust Department
Mississippi
$714K +$714K +16,080 New
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$709K -$102K -2,301 -13%
CPSAC
131
Chas P. Smith & Associates (CPS)
Florida
$691K -$9.99K -225 -1%
PB
132
Pinnacle Bancorp
Nebraska
$675K +$675K +15,213 New
VWA
133
Visionary Wealth Advisors
Illinois
$670K -$26.6K -598 -4%
FPCP
134
Fort Point Capital Partners
California
$669K +$669K +15,058 New
FWP
135
Falcon Wealth Planning
California
$662K – – –
DWM
136
Dakota Wealth Management
Florida
$653K – – –
CIA
137
Capital Investment Advisors
Georgia
$650K +$650K +14,631 New
HG
138
Harbor Group
New Hampshire
$638K -$57.6K -1,297 -8%
BJL
139
Brighton Jones LLC
Washington
$630K +$113K +2,554 +22%
RC
140
RegentAtlantic Capital
New Jersey
$612K -$24.9K -561 -4%
DWT
141
Dorsey & Whitney Trust
South Dakota
$584K +$584K +13,153 New
CAN
142
Cetera Advisor Networks
California
$574K -$26K -585 -4%
William Blair & Company
143
William Blair & Company
Illinois
$559K – – –
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$545K +$56.8K +1,280 +12%
USCWA
145
U.S. Capital Wealth Advisors
Texas
$543K +$543K +12,226 New
IAN
146
Integrated Advisors Network
Texas
$528K -$59.2K -1,332 -10%
FFS
147
Founders Financial Securities
Maryland
$525K – – –
VCP
148
Vista Capital Partners
Oregon
$523K – – –
FWCM
149
Ferguson Wellman Capital Management
Oregon
$523K +$523K +11,787 New
BAM
150
Baldrige Asset Management
Pennsylvania
$504K +$90.2K +2,033 +22%
4 5
6
7 8