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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

398 hedge funds and large institutions have $4.28B invested in Dimensional US Targeted Value ETF in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 148 increasing their positions, 98 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
398
Holders Change
+58
Holders Change %
+17.06%
% of All Funds
6.73%
Holding in Top 10
75
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.38%
% of All Funds
1.27%
New
78
Increased
148
Reduced
98
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMWA
Forvis Mazars Wealth Advisors
Missouri
$33.1M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$104M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$121M
4
FPAS
Focus Partners Advisor Solutions
Missouri
$90.1M
5
AC
Apella Capital
Connecticut
$20.7M

Top Sellers

1
IFA
Index Fund Advisors
California
$327M
2
JTWM
Jackson Thornton Wealth Management
Alabama
$92.3M
3
EVM
Eaton Vance Management
Massachusetts
$0
4
AF
Advisornet Financial
Minnesota
$421K
5
BDF
Balasa Dinverno & Foltz
$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
176
CarsonAllaria Wealth Management
Illinois
$1.39M -$12.1K -301 -0.9%
PAG
177
Private Advisor Group
New Jersey
$1.36M +$1.36M +33,764 New
SHFA
178
SC&H Financial Advisors
Maryland
$1.36M +$1.05M +26,000 +337%
AWM
179
Avior Wealth Management
Nebraska
$1.34M -$6.19K -154 -0.5%
Citadel Advisors
180
Citadel Advisors
Florida
$1.32M -$1.12M -27,761 -46%
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$1.32M +$731K +18,188 +125%
MA
182
Montag & Associates
Georgia
$1.29M – – –
WFA
183
WMG Financial Advisors
Tennessee
$1.28M +$225K +5,593 +21%
CAN
184
Cetera Advisor Networks
California
$1.27M +$660K +16,423 +109%
VCM
185
Versant Capital Management
Arizona
$1.25M -$4.06K -101 -0.3%
AWA
186
Arete Wealth Advisors
Illinois
$1.18M +$3.38K +84 +0.3%
TRCT
187
Tower Research Capital (TRC)
New York
$1.17M +$1.17M +28,989 New
ZF
188
Zhang Financial
Michigan
$1.1M +$1.1M +27,235 New
JPMPWA
189
J.P. Morgan Private Wealth Advisors
California
$1.09M +$127K +3,162 +13%
IWC
190
Integrated Wealth Concepts
Massachusetts
$1.06M +$1.06M +26,282 New
TFA
191
Triad Financial Advisors
North Carolina
$1.02M +$177K +4,398 +21%
GWA
192
Geometric Wealth Advisors
District of Columbia
$1.01M +$1.01M +24,994 New
AP
193
Advisor Partners
California
$998K +$431K +10,721 +76%
JWA
194
JFS Wealth Advisors
Pennsylvania
$969K +$885 +22 +0.1%
OSAM
195
O'Shaughnessy Asset Management
Connecticut
$960K -$713K -17,735 -43%
MWM
196
Mission Wealth Management
California
$941K +$523 +13 +0.1%
RWM
197
Rockwood Wealth Management
Pennsylvania
$917K +$313K +7,789 +52%
MA
198
Mutual Advisors
Nebraska
$906K +$4.22K +105 +0.5%
PIFP
199
Partners in Financial Planning
Virginia
$883K -$19.9K -453 -2%
BTWM
200
Baker Tilly Wealth Management
Wisconsin
$873K – – –
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8
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