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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

243 hedge funds and large institutions have $2.45B invested in Dimensional US Targeted Value ETF in 2021 Q2 according to their latest regulatory filings, with 242 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+242
Holders Change %
+24,200%
% of All Funds
4.24%
Holding in Top 10
27
Holding in Top 10 Change
+27
Holding in Top 10 Change %
%
% of All Funds
0.47%
New
242
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
Buckingham Strategic Wealth
Missouri
$501M
2
Creative Planning
Creative Planning
Kansas
$310M
3
SC
Savant Capital
Illinois
$142M
4
AWP
Abacus Wealth Partners
California
$82.1M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$80.8M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
CGN Advisors
Kansas
$292K +$292K +6,525 New
FWM
177
Frontier Wealth Management
Missouri
$292K +$292K +6,526 New
VFP
178
Verus Financial Partners
Virginia
$285K +$285K +6,632 New
Brown Advisory
179
Brown Advisory
Maryland
$283K +$283K +6,307 New
Fidelity Investments
180
Fidelity Investments
Massachusetts
$282K +$282K +6,306 New
AC
181
Annandale Capital
Texas
$276K +$276K +6,158 New
MCM
182
Mitchell Capital Management
Kansas
$270K +$270K +6,036 New
BCA
183
Bay Colony Advisors
Massachusetts
$266K +$266K +5,928 New
SFS
184
Summit Financial Strategies
Ohio
$260K +$260K +5,801 New
AAS
185
Avantax Advisory Services
Texas
$260K +$260K +5,816 New
CG
186
Corundum Group
Colorado
$257K +$257K +5,728 New
CFO
187
Collective Family Office
Pennsylvania
$253K +$253K +5,658 New
GT
188
Greenleaf Trust
Michigan
$249K +$249K +5,547 New
LNC
189
Lincoln National Corp
Pennsylvania
$249K +$249K +5,569 New
FWI
190
Facet Wealth Inc
Maryland
$243K +$243K +5,420 New
MML Investors Services
191
MML Investors Services
Massachusetts
$235K +$235K +5,235 New
PC
192
Peavine Capital
Nevada
$232K +$232K +5,188 New
KIA
193
KCM Investment Advisors
California
$229K +$229K +5,107 New
KFI
194
Key Financial Inc
Pennsylvania
$226K +$226K +5,110 New
OC
195
Oakworth Capital
Alabama
$224K +$224K +4,999 New
LFAS
196
Level Four Advisory Services
Texas
$219K +$219K +4,894 New
Betterment LLC
197
Betterment LLC
New York
$214K +$214K +4,774 New
PO
198
Private Ocean
California
$213K +$213K +4,745 New
LIA
199
LBMC Investment Advisors
Tennessee
$207K +$207K +4,627 New
KF
200
Krilogy Financial
Missouri
$207K +$207K +4,629 New
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