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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.

New
Increased
Maintained
Reduced
Closed
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 %
CFGS
151
Concourse Financial Group Securities
Alabama
$500K +$335K +7,550 +204%
BC
152
Burleson & Co
California
$497K – – –
PCA
153
Personal Capital Advisors
California
$491K -$20.7K -465 -4%
AFAS
154
Acorn Financial Advisory Services
Virginia
$484K +$484K +10,905 New
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$480K +$128K +2,890 +36%
SFS
156
Strategic Financial Services
New York
$476K – – –
WT
157
Whittier Trust
California
$470K +$133 +3 +0%
FA
158
Fortis Advisors
Pennsylvania
$456K +$1.07K +24 +0.2%
SB
159
Sunflower Bank
Texas
$452K +$452K +10,182 New
LWAC
160
Laurel Wealth Advisors (California)
California
$449K -$55K -1,238 -11%
SHGA
161
Sand Hill Global Advisors
California
$447K – – –
LB
162
Leo Brokerage
Texas
$446K +$1.11K +25 +0.2%
KCPG
163
Kavar Capital Partners Group
Kansas
$443K +$1.07K +24 +0.2%
PFBT
164
Parkside Financial Bank & Trust
Missouri
$435K – – –
AWM
165
AE Wealth Management
Kansas
$424K -$16.7K -376 -4%
RM
166
Resource Management
Louisiana
$420K – – –
SDH
167
Sloy Dahl & Holst
Washington
$413K +$413K +9,294 New
FOA
168
Five Oceans Advisors
California
$407K +$407K +9,176 New
CAMG
169
CWA Asset Management Group
Florida
$406K -$1.2K -27 -0.3%
Wells Fargo
170
Wells Fargo
California
$392K +$273K +6,162 +229%
Royal Bank of Canada
171
Royal Bank of Canada
Ontario, Canada
$390K -$803K -18,057 -67%
Morgan Stanley
172
Morgan Stanley
New York
$390K +$375K +8,448 +2,477%
Financial Engines Advisors
173
Financial Engines Advisors
California
$390K +$390K +8,785 New
WS
174
Wedbush Securities
California
$387K -$1.33K -30 -0.3%
AAS
175
Avantax Advisory Services
Texas
$382K +$124K +2,787 +48%
5 6
7
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