Dimensional US Targeted Value ETF
DFAT
DFAT
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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
less funds holding
Funds holding: →
7% less funds holding in top 10
Funds holding in top 10: 70 → 65 (-5)
32% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 60
Holders
340
Holding in Top 10
65
Calls
–
Puts
–
Top Buyers
| 1 | +$126M | |
| 2 | +$35.3M | |
| 3 | +$27.4M | |
| 4 |
JTWM
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
+$23.6M |
| 5 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$18.7M |
Top Sellers
| 1 | -$18M | |
| 2 | -$17.8M | |
| 3 | -$14.3M | |
| 4 |
LPL Financial
San Diego,
California
|
-$14.2M |
| 5 |
AC
Apella Capital
West Hartford,
Connecticut
|
-$12.1M |