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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

243 hedge funds and large institutions have $2.45B invested in Dimensional US Targeted Value ETF in 2021 Q2 according to their latest regulatory filings, with 242 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+242
Holders Change %
+24,200%
% of All Funds
4.24%
Holding in Top 10
27
Holding in Top 10 Change
+27
Holding in Top 10 Change %
%
% of All Funds
0.47%
New
242
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BSW
Buckingham Strategic Wealth
Missouri
$501M
2
Creative Planning
Creative Planning
Kansas
$310M
3
SC
Savant Capital
Illinois
$142M
4
AWP
Abacus Wealth Partners
California
$82.1M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$80.8M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
201
Ironwood Financial
Arizona
$205K +$205K +4,571 New
Bank of New York Mellon
202
Bank of New York Mellon
New York
$202K +$202K +4,511 New
PCA
203
Providence Capital Advisors
North Carolina
$200K +$200K +4,474 New
EW
204
Evoke Wealth
California
$185K +$185K +4,130 New
HFA
205
Hoover Financial Advisors
Pennsylvania
$182K +$182K +4,070 New
DOA
206
D'Orazio & Associates
Virginia
$178K +$178K +3,983 New
AIM
207
Acropolis Investment Management
Missouri
$171K +$171K +3,813 New
BWA
208
BDO Wealth Advisors
Florida
$170K +$170K +3,787 New
CFGS
209
Concourse Financial Group Securities
Alabama
$166K +$166K +3,708 New
Franklin Resources
210
Franklin Resources
California
$159K +$159K +3,543 New
HI
211
Harbour Investments
Wisconsin
$157K +$157K +3,496 New
SFP
212
Sterling Financial Planning
New Jersey
$148K +$148K +3,296 New
OFG
213
Oxford Financial Group
Indiana
$143K +$143K +3,194 New
Wells Fargo
214
Wells Fargo
California
$120K +$120K +2,686 New
QCG
215
Quadrant Capital Group
Ohio
$119K +$119K +2,667 New
CFFP
216
Center for Financial Planning
Michigan
$113K +$113K +2,519 New
ACA
217
Atlas Capital Advisors
Wyoming
$105K +$105K +2,333 New
GWS
218
Glassman Wealth Services
Virginia
$92K +$92K +2,054 New
CIAS
219
Capital Investment Advisory Services
North Carolina
$92K +$92K +2,056 New
LWM
220
Liberty Wealth Management
California
$85K +$85K +1,888 New
RDFA
221
Ritter Daniher Financial Advisory
Ohio
$85K +$85K +1,892 New
MAWCM
222
Mine & Arao Wealth Creation & Management
California
$74K +$74K +1,649 New
CCM
223
Covington Capital Management
California
$53K +$53K +1,187 New
GWSG
224
GPS Wealth Strategies Group
Colorado
$49K +$49K +1,098 New
CTC
225
Central Trust Company
Missouri
$48K +$48K +1,061 New
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