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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 %
BAG
151
Briggs Advisory Group
Rhode Island
$1.62M +$673K +14,446 +71%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$1.57M -$6.49K -135 -0.4%
AWM
153
Avior Wealth Management
Nebraska
$1.55M -$51.4K -1,104 -3%
CAC
154
Certified Advisory Corp
Florida
$1.54M +$1.54M +33,140 New
MA
155
Montag & Associates
Georgia
$1.49M – – –
MML Investors Services
156
MML Investors Services
Massachusetts
$1.48M +$1.23M +26,323 +482%
VCM
157
Versant Capital Management
Arizona
$1.45M +$206K +4,416 +17%
AWA
158
Arete Wealth Advisors
Illinois
$1.36M +$2.1K +45 +0.2%
WFA
159
WMG Financial Advisors
Tennessee
$1.22M +$330K +7,087 +37%
RCAG
160
Rehmann Capital Advisory Group
Michigan
$1.12M +$518K +11,131 +86%
JWA
161
JFS Wealth Advisors
Pennsylvania
$1.12M -$287K -6,154 -20%
JPMPWA
162
J.P. Morgan Private Wealth Advisors
California
$1.12M -$321K -6,888 -22%
MWM
163
Mission Wealth Management
California
$1.09M +$25.1K +538 +2%
MA
164
Mutual Advisors
Nebraska
$1.04M -$16.8K -360 -2%
VA
165
Valmark Advisers
Ohio
$1.02M – – –
BTWM
166
Baker Tilly Wealth Management
Wisconsin
$1.01M -$49K -1,052 -5%
MGIA
167
Moneta Group Investment Advisors
Missouri
$993K +$88.3K +1,895 +10%
ASI
168
Advisory Services & Investments
Oregon
$981K +$43.9K +943 +5%
TFA
169
Triad Financial Advisors
North Carolina
$971K +$116K +2,496 +14%
PIFP
170
Partners in Financial Planning
Virginia
$925K -$2.97K -66 -0.3%
DWM
171
Dakota Wealth Management
Florida
$877K +$45.4K +975 +5%
PMFA
172
Plante Moran Financial Advisors
Michigan
$873K +$26.2K +562 +3%
HWM
173
Hemington Wealth Management
Virginia
$869K +$869K +18,664 New
NHC
174
Nicholas Hoffman & Company
Georgia
$863K – – –
TF
175
TIAA FSB
Florida
$856K -$32.6K -700 -4%
5 6
7
8 9