DFAT icon

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
+$36.9M
3
SFA
Sequoia Financial Advisors
Ohio
+$17M
4
BWA
BlueSky Wealth Advisors
North Carolina
+$10.8M
5
NEPWA
New England Private Wealth Advisors
Massachusetts
+$9.51M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$110M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$5.37M
3
WF
WoodTrust Financial
Wisconsin
-$4.28M
4
SC
Savant Capital
Illinois
-$3.18M
5
WFA
Wipfli Financial Advisors
Wisconsin
-$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
176
TIAA FSB
Florida
$907K – – –
NHC
177
Nicholas Hoffman & Company
Georgia
$880K +$880K +18,524 New
TFA
178
Triad Financial Advisors
North Carolina
$872K +$872K +18,343 New
PMFA
179
Plante Moran Financial Advisors
Michigan
$864K -$69.4K -1,460 -7%
DWM
180
Dakota Wealth Management
Florida
$848K +$150K +3,148 +21%
AAS
181
Ameritas Advisory Services
Nebraska
$842K +$842K +17,720 New
GP
182
Greenline Partners
New York
$841K +$841K +17,698 New
CAM
183
Cresset Asset Management
Illinois
$824K -$188K -3,952 -19%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$818K +$59.2K +1,245 +8%
FCG
185
Financial Connections Group
California
$814K +$814K +17,143 New
MPAM
186
Murphy Pohlad Asset Management
Minnesota
$780K -$43.6K -918 -5%
TNBTD
187
Trustmark National Bank Trust Department
Mississippi
$764K – – –
CWA
188
Clarus Wealth Advisors
Arizona
$750K -$15.6K -324 -2%
CPSAC
189
Chas P. Smith & Associates (CPS)
Florida
$739K – – –
PB
190
Pinnacle Bancorp
Nebraska
$728K +$4.9K +103 +0.7%
WIM
191
Warwick Investment Management
Texas
$727K +$727K +15,304 New
FPCP
192
Fort Point Capital Partners
California
$716K – – –
BAM
193
Baldrige Asset Management
Pennsylvania
$713K +$173K +3,644 +32%
KeyBank National Association
194
KeyBank National Association
Ohio
$712K -$612K -12,882 -46%
FWP
195
Falcon Wealth Planning
California
$709K – – –
Royal Bank of Canada
196
Royal Bank of Canada
Ontario, Canada
$704K +$287K +6,029 +69%
CIA
197
Capital Investment Advisors
Georgia
$695K – – –
BJL
198
Brighton Jones LLC
Washington
$683K +$8.56K +180 +1%
CAN
199
Cetera Advisor Networks
California
$678K +$63.7K +1,341 +10%
CWA
200
Consilio Wealth Advisors
Washington
$666K +$666K +14,221 New
6 7
8
9 10