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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 %
Citadel Advisors
126
Citadel Advisors
Florida
$2.82M +$2.82M +60,534 New
LWM
127
Liberty Wealth Management
California
$2.72M +$2.72M +58,881 New
TC
128
TAGStone Capital
North Carolina
$2.69M +$8.15K +175 +0.3%
OPS
129
Orion Portfolio Solutions
Nebraska
$2.66M +$105K +2,265 +4%
Cerity Partners
130
Cerity Partners
New York
$2.63M +$457K +77,491 +21%
Northern Trust
131
Northern Trust
Illinois
$2.51M -$30.6K -657 -1%
W
132
WorthPointe
California
$2.38M -$125K -2,683 -5%
V
133
Veritable
Delaware
$2.37M – – –
TWP
134
Total Wealth Planning
Ohio
$2.37M +$2.37M +50,837 New
BA
135
Bridgewater Advisors
New York
$2.29M -$3.26K -70 -0.1%
PFGIA
136
Patriot Financial Group Insurance Agency
Massachusetts
$2.28M +$778K +16,705 +52%
GWM
137
Grand Wealth Management
Michigan
$2.27M +$137K +2,934 +6%
Jane Street
138
Jane Street
New York
$2.27M +$2.27M +48,715 New
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$2.23M +$889K +19,087 +66%
SCM
140
SOL Capital Management
Maryland
$2.08M – – –
DADC
141
D.A. Davidson & Co
Montana
$2.04M +$172K +3,699 +9%
EWA
142
EverSource Wealth Advisors
Alabama
$2.02M -$203K -4,354 -9%
OSAM
143
O'Shaughnessy Asset Management
Connecticut
$1.94M -$14.3K -308 -0.7%
US Bancorp
144
US Bancorp
Minnesota
$1.92M +$231K +4,948 +14%
HIG
145
Heritage Investment Group
Florida
$1.87M -$114K -2,446 -6%
WFA
146
Websterrogers Financial Advisors
South Carolina
$1.85M +$429K +9,182 +30%
SC
147
Schubert & Co
Texas
$1.76M +$667K +14,307 +61%
CSWM
148
Cassady Schiller Wealth Management
Ohio
$1.75M +$33.9K +728 +2%
Bank of America
149
Bank of America
North Carolina
$1.68M +$1.44M +30,948 +617%
CWM
150
CarsonAllaria Wealth Management
Illinois
$1.62M +$2.28K +49 +0.1%
4 5
6
7 8