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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

398 hedge funds and large institutions have $4.28B invested in Dimensional US Targeted Value ETF in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 148 increasing their positions, 98 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+58
Holders Change %
+17.06%
% of All Funds
6.73%
Holding in Top 10
75
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.38%
% of All Funds
1.27%
New
78
Increased
148
Reduced
98
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMWA
Forvis Mazars Wealth Advisors
Missouri
$33.1M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$104M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$121M
4
FPAS
Focus Partners Advisor Solutions
Missouri
$90.1M
5
AC
Apella Capital
Connecticut
$20.7M

Top Sellers

1
IFA
Index Fund Advisors
California
$327M
2
JTWM
Jackson Thornton Wealth Management
Alabama
$92.3M
3
EVM
Eaton Vance Management
Massachusetts
$0
4
AF
Advisornet Financial
Minnesota
$421K
5
BDF
Balasa Dinverno & Foltz
$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
151
Northern Trust
Illinois
$2.17M – – –
Stifel Financial
152
Stifel Financial
Missouri
$2.15M -$561K -13,951 -21%
W
153
WorthPointe
California
$2.07M +$12.1K +302 +0.6%
V
154
Veritable
Delaware
$2.05M – – –
BA
155
Bridgewater Advisors
New York
$1.96M -$8.32K -207 -0.4%
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$1.94M -$23.5K -585 -1%
CAM
157
Cresset Asset Management
Illinois
$1.9M +$1.34M +33,220 +236%
JPMorgan Chase & Co
158
JPMorgan Chase & Co
New York
$1.82M +$1.81M +44,986 +32,364%
SCM
159
SOL Capital Management
Maryland
$1.8M – – –
FSWA
160
Financial Synergies Wealth Advisors
Texas
$1.79M +$1.79M +44,499 New
DADC
161
D.A. Davidson & Co
Montana
$1.78M +$22K +547 +1%
MW
162
Marcum Wealth
Ohio
$1.74M +$1.74M +43,220 New
SIAG
163
Safeguard Investment Advisory Group
California
$1.73M +$1.73M +37,075 New
TWP
164
Total Wealth Planning
Ohio
$1.72M -$323K -8,035 -16%
LOPW
165
Live Oak Private Wealth
North Carolina
$1.68M +$1.68M +41,871 New
EWA
166
EverSource Wealth Advisors
Alabama
$1.68M -$66.3K -1,649 -4%
BAG
167
Briggs Advisory Group
Rhode Island
$1.67M +$272K +6,768 +19%
CAC
168
Certified Advisory Corp
Florida
$1.62M +$285K +7,085 +21%
US Bancorp
169
US Bancorp
Minnesota
$1.59M -$65.5K -1,630 -4%
WFA
170
Websterrogers Financial Advisors
South Carolina
$1.55M -$42.3K -1,052 -3%
HIG
171
Heritage Investment Group
Florida
$1.51M -$106K -2,637 -7%
CSWM
172
Cassady Schiller Wealth Management
Ohio
$1.5M -$9.05K -225 -0.6%
CL
173
CPWM LLC
Washington
$1.48M -$1.51M -37,593 -50%
MWPCG
174
Measured Wealth Private Client Group
New Hampshire
$1.44M +$1.44M +35,902 New
HWM
175
Hemington Wealth Management
Virginia
$1.44M +$690K +17,161 +92%
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