DFAT icon

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 %
KeyBank National Association
151
KeyBank National Association
Ohio
$427K +$427K +9,522 New
RM
152
Resource Management
Louisiana
$424K +$424K +9,466 New
BAM
153
Baldrige Asset Management
Pennsylvania
$418K +$418K +9,327 New
CAMG
154
CWA Asset Management Group
Florida
$415K +$415K +9,180 New
WS
155
Wedbush Securities
California
$392K +$392K +8,739 New
NEPWA
156
New England Private Wealth Advisors
Massachusetts
$381K +$381K +8,512 New
SCA
157
STALEY CAPITAL ADVISERS
Pennsylvania
$377K +$377K +8,418 New
LNWWM
158
Laird Norton Wetherby Wealth Management
California
$370K +$370K +8,257 New
SFM
159
Signet Financial Management
New Jersey
$359K +$359K +8,019 New
RPCA
160
Running Point Capital Advisors
California
$358K +$358K +7,982 New
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$355K +$355K +7,922 New
MMA
162
Miracle Mile Advisors
California
$343K +$343K +7,647 New
MWC
163
MBM Wealth Consultants
Missouri
$340K +$340K +7,591 New
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$338K – – –
PP
165
PrairieView Partners
Minnesota
$328K +$328K +7,329 New
DJSG
166
D.J. St. Germain
Massachusetts
$318K +$318K +7,099 New
BBNB
167
Baker Boyer National Bank
Washington
$316K +$316K +7,848 New
DAS
168
Dynamic Advisor Solutions
Arizona
$315K +$315K +7,025 New
IF
169
Intrua Financial
Texas
$313K +$313K +6,849 New
HB
170
Homrich & Berg
Georgia
$310K +$310K +6,926 New
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$309K +$309K +6,889 New
SPC
172
Sigma Planning Corp
Michigan
$309K +$309K +6,902 New
NP
173
NorthRock Partners
Minnesota
$303K +$303K +6,753 New
RP
174
Rowlandmiller & Partners
Georgia
$302K +$302K +6,748 New
IA
175
IFP Advisors
Florida
$292K +$292K +6,486 New
5 6
7
8 9