Dimensional US Targeted Value ETF
DFAT
365 hedge funds and large institutions have $4.44B invested in Dimensional US Targeted Value ETF in 2021 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 108 increasing their positions, 74 reducing their positions, and 16 closing their positions.
613% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 16
141% more funds holding in top 10
Funds holding in top 10: 29 → 70 (+41)
65% more capital invested
Capital invested by funds: $2.69B → $4.44B (+$1.75B)
46% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 74
34% more funds holding
Funds holding: 272 → 365 (+93)
22.01% more ownership
Funds ownership: 44.68% → 66.69% (+22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$55.6M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$36.4M |
| 3 |
Cerity Partners
New York
|
+$17.3M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$16.8M |
| 5 |
BWA
BlueSky Wealth Advisors
New Bern,
North Carolina
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$108M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$5.37M |
| 3 |
WF
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
-$4.22M |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
-$3.15M |
| 5 |
WFA
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
-$2.42M |
DFAT Hedge Fund Activity: Q4 2021 in Review
365 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Targeted Value ETF (DFAT) for Q4 2021, worth a combined $4.44B — up 65% from $2.69B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new DFAT positions and 16 closed out — a net gain of 98 holders — while 108 added to existing stakes and 74 trimmed.
The largest buyer was Quantitative Advantage, opening a new position worth an estimated $55.6M. The largest seller was Merriman Wealth Management, cutting an estimated $108M.
- 365 institutional investors held Dimensional US Targeted Value ETF (DFAT) as of Q4 2021, up from 272 in Q3 2021.
- Funds reported $4.44B of Dimensional US Targeted Value ETF stock for Q4 2021, up 65% quarter-over-quarter.
- 114 funds opened new Dimensional US Targeted Value ETF positions in Q4 2021 and 16 closed out, a net change of +98 holders.
- The largest Dimensional US Targeted Value ETF buyer in Q4 2021 was Quantitative Advantage, an estimated $55.6M added.
- The largest Dimensional US Targeted Value ETF seller in Q4 2021 was Merriman Wealth Management, an estimated $108M sold.
Based on aggregated 13F filings for Q4 2021.