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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
$382M
3
SFA
Sequoia Financial Advisors
Ohio
$17M
4
BWA
BlueSky Wealth Advisors
North Carolina
$10.8M
5
NEPWA
New England Private Wealth Advisors
Massachusetts
$9.92M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
$39.1M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$0
3
WF
WoodTrust Financial
Wisconsin
$506K
4
SC
Savant Capital
Illinois
$146M
5
WFA
Wipfli Financial Advisors
Wisconsin
$59.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
201
RegentAtlantic Capital
New Jersey
$655K – – –
ACP
202
Aveo Capital Partners
Colorado
$653K +$653K +13,752 New
AWM
203
AE Wealth Management
Kansas
$652K +$199K +4,185 +44%
William Blair & Company
204
William Blair & Company
Illinois
$643K +$44.6K +940 +7%
VWA
205
Visionary Wealth Advisors
Illinois
$640K -$77.4K -1,628 -11%
RCAG
206
Rehmann Capital Advisory Group
Michigan
$615K +$366K +7,706 +147%
BWS
207
BCR Wealth Strategies
Alabama
$614K +$614K +12,917 New
DWT
208
Dorsey & Whitney Trust
South Dakota
$594K -$31K -653 -5%
TRCT
209
Tower Research Capital (TRC)
New York
$585K +$585K +12,308 New
Janney Montgomery Scott
210
Janney Montgomery Scott
Pennsylvania
$584K – – –
USCWA
211
U.S. Capital Wealth Advisors
Texas
$581K – – –
PFBT
212
Parkside Financial Bank & Trust
Missouri
$564K +$98.2K +2,065 +21%
IAN
213
Integrated Advisors Network
Texas
$562K -$2.28K -48 -0.4%
FFS
214
Founders Financial Securities
Maryland
$561K -$998 -21 -0.2%
NCM
215
NCM Capital Management
New Jersey
$561K +$561K +11,809 New
VCP
216
Vista Capital Partners
Oregon
$560K – – –
T
217
TCWP
Ohio
$560K +$560K +11,789 New
BC
218
Burleson & Co
California
$532K – – –
CFGS
219
Concourse Financial Group Securities
Alabama
$525K -$9.98K -210 -2%
FOA
220
Five Oceans Advisors
California
$521K +$84.9K +1,787 +19%
AFAS
221
Acorn Financial Advisory Services
Virginia
$518K – – –
SAM
222
Stone Asset Management
Texas
$516K +$516K +10,866 New
SFS
223
Strategic Financial Services
New York
$509K – – –
WF
224
WoodTrust Financial
Wisconsin
$506K -$4.28M -89,970 -89%
WT
225
Whittier Trust
California
$504K +$428 +9 +0.1%
7 8
9
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