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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

364 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 113 funds opening new positions, 108 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+92
Holders Change %
+33.82%
% of All Funds
5.62%
Holding in Top 10
70
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+141.38%
% of All Funds
1.08%
New
113
Increased
108
Reduced
74
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QA
Quantitative Advantage
Minnesota
$56.3M
2
Creative Planning
Creative Planning
Kansas
$382M
3
SFA
Sequoia Financial Advisors
Ohio
$17M
4
BWA
BlueSky Wealth Advisors
North Carolina
$10.8M
5
NEPWA
New England Private Wealth Advisors
Massachusetts
$9.92M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
$39.1M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$0
3
WF
WoodTrust Financial
Wisconsin
$506K
4
SC
Savant Capital
Illinois
$146M
5
WFA
Wipfli Financial Advisors
Wisconsin
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$1.53M +$333K +7,017 +28%
MA
152
Montag & Associates
Georgia
$1.52M – – –
JPMPWA
153
J.P. Morgan Private Wealth Advisors
California
$1.47M +$7.22K +152 +0.5%
WFA
154
Websterrogers Financial Advisors
South Carolina
$1.45M -$468K -9,850 -24%
JWA
155
JFS Wealth Advisors
Pennsylvania
$1.44M -$10.5K -220 -0.7%
AWA
156
Arete Wealth Advisors
Illinois
$1.4M +$7.62K +159 +0.5%
Cambridge Investment Research Advisors
157
Cambridge Investment Research Advisors
Iowa
$1.37M +$98.7K +2,076 +8%
ZF
158
Zhang Financial
Michigan
$1.31M +$160K +3,367 +14%
LFA
159
Landmark Financial Advisors
Kentucky
$1.29M +$1.29M +27,061 New
VCM
160
Versant Capital Management
Arizona
$1.27M +$1.47K +31 +0.1%
PAG
161
Private Advisor Group
New Jersey
$1.21M -$671K -14,115 -36%
AP
162
Advisor Partners
California
$1.18M +$47 +1 +0%
IWC
163
Integrated Wealth Concepts
Massachusetts
$1.12M -$523 -11 -0%
SC
164
Schubert & Co
Texas
$1.11M +$1.11M +23,448 New
MWM
165
Mission Wealth Management
California
$1.09M -$10.8K -228 -1%
BTWM
166
Baker Tilly Wealth Management
Wisconsin
$1.08M -$8.98K -189 -0.8%
MA
167
Mutual Advisors
Nebraska
$1.08M +$25.2K +530 +2%
VA
168
Valmark Advisers
Ohio
$1.04M – – –
VFA
169
Valeo Financial Advisors
Indiana
$1.03M – – –
WCA
170
Windsor Creek Advisors
Vermont
$966K +$966K +20,000 New
BAG
171
Briggs Advisory Group
Rhode Island
$966K +$966K +20,333 New
ASI
172
Advisory Services & Investments
Oregon
$956K +$51K +1,074 +6%
PIFP
173
Partners in Financial Planning
Virginia
$952K +$3.04K +66 +0.3%
MGIA
174
Moneta Group Investment Advisors
Missouri
$923K +$428 +9 +0%
WFA
175
WMG Financial Advisors
Tennessee
$910K +$910K +19,106 New
5 6
7
8 9