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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

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
Holders
340
Holders Change
-24
Holders Change %
-6.59%
% of All Funds
5.38%
Holding in Top 10
65
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.14%
% of All Funds
1.03%
New
41
Increased
146
Reduced
79
Closed
60
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$164M
2
EWA
2
EP Wealth Advisors
California
$35.3M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$75.7M
4
JTWM
4
Jackson Thornton Wealth Management
Alabama
$128M
5
FFM
5
Forum Financial Management
Illinois
$234M

Top Sellers

1
AWP
1
Abacus Wealth Partners
California
$66.7M
2
PWM
2
PBMares Wealth Management
Virginia
$0
3
MAM
3
McLean Asset Management
Virginia
$0
4
LPL Financial
4
LPL Financial
California
$0
5
AC
5
Apella Capital
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
176
TownSquare Capital
Utah
$852K +$852K +18,287 New
Renaissance Technologies
177
Renaissance Technologies
New York
$834K +$834K +17,900 New
GP
178
Greenline Partners
New York
$826K +$1.54K +33 +0.2%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$815K +$13.2K +283 +2%
HWM
180
HB Wealth Management
Georgia
$793K +$502K +10,777 +172%
MPAM
181
Murphy Pohlad Asset Management
Minnesota
$766K +$1.07K +23 +0.1%
TNBTD
182
Trustmark National Bank Trust Department
Mississippi
$749K – – –
AWS
183
Atria Wealth Solutions
New York
$744K +$744K +15,966 New
Morgan Stanley
184
Morgan Stanley
New York
$740K +$255K +5,474 +53%
CPSAC
185
Chas P. Smith & Associates (CPS)
Florida
$725K – – –
PB
186
Pinnacle Bancorp
Nebraska
$714K +$559 +12 +0.1%
WIM
187
Warwick Investment Management
Texas
$714K +$1.35K +29 +0.2%
BAM
188
Baldrige Asset Management
Pennsylvania
$712K +$13.5K +289 +2%
KeyBank National Association
189
KeyBank National Association
Ohio
$710K +$11.7K +251 +2%
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$705K +$705K +15,140 New
CAN
191
Cetera Advisor Networks
California
$703K +$38.1K +817 +6%
FPCP
192
Fort Point Capital Partners
California
$701K – – –
RWM
193
Rockwood Wealth Management
Pennsylvania
$700K +$700K +15,019 New
FWP
194
Falcon Wealth Planning
California
$695K – – –
AAS
195
Ameritas Advisory Services
Nebraska
$685K -$141K -3,023 -17%
CIA
196
Capital Investment Advisors
Georgia
$682K – – –
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$676K +$676K +14,529 New
AP
198
Advisor Partners
California
$658K -$500K -10,722 -43%
CAM
199
Cresset Asset Management
Illinois
$657K -$150K -3,222 -19%
BJL
200
Brighton Jones LLC
Washington
$611K -$58.5K -1,256 -9%
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