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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

272 hedge funds and large institutions have $2.69B invested in Dimensional US Targeted Value ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 67 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+29
Holders Change %
+11.93%
% of All Funds
4.78%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.51%
New
50
Increased
99
Reduced
67
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
1
Truepoint Inc
Ohio
$87.2M
2
MWM
2
Merriman Wealth Management
Washington
$139M
3
SWA
3
Sax Wealth Advisors
New Jersey
$32.2M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$524M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$96.5M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$0
2
Jane Street
2
Jane Street
New York
$0
3
WFA
3
Wipfli Financial Advisors
Wisconsin
$57.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
EWA
5
Exencial Wealth Advisors
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
176
New England Private Wealth Advisors
Massachusetts
$379K +$844 +19 +0.2%
SCA
177
STALEY CAPITAL ADVISERS
Pennsylvania
$375K +$889 +20 +0.2%
LNWWM
178
Laird Norton Wetherby Wealth Management
California
$367K – – –
EF
179
Exeter Financial
Arizona
$362K +$362K +8,145 New
DBT
180
Dubuque Bank & Trust
Iowa
$360K +$360K +8,100 New
SFM
181
Signet Financial Management
New Jersey
$359K +$2.98K +67 +0.8%
RPCA
182
Running Point Capital Advisors
California
$355K +$666 +15 +0.2%
Bank of New York Mellon
183
Bank of New York Mellon
New York
$344K +$144K +3,234 +72%
MMA
184
Miracle Mile Advisors
California
$340K – – –
MWC
185
MBM Wealth Consultants
Missouri
$337K – – –
SPC
186
Sigma Planning Corp
Michigan
$329K +$23K +518 +8%
PP
187
PrairieView Partners
Minnesota
$325K – – –
DJSG
188
D.J. St. Germain
Massachusetts
$315K – – –
HWM
189
Hemington Wealth Management
Virginia
$313K +$313K +7,043 New
IF
190
Intrua Financial
Texas
$309K -$4.58K -100 -1%
S
191
Surevest
California
$308K +$308K +6,947 New
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$306K – – –
VFP
193
Verus Financial Partners
Virginia
$306K +$92 +2 +0%
NP
194
NorthRock Partners
Minnesota
$301K +$711 +16 +0.2%
CA
195
CGN Advisors
Kansas
$290K – – –
FWM
196
Frontier Wealth Management
Missouri
$290K +$709 +16 +0.2%
BCA
197
Bay Colony Advisors
Massachusetts
$287K +$24.2K +546 +9%
IA
198
IFP Advisors
Florida
$284K -$4.4K -99 -2%
Brown Advisory
199
Brown Advisory
Maryland
$280K – – –
Bank of America
200
Bank of America
North Carolina
$279K +$279K +6,289 New
6 7
8
9 10