DFAT icon

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 %
CFO
201
CVA Family Office
Colorado
$606K +$606K +13,010 New
BWS
202
BCR Wealth Strategies
Alabama
$602K – – –
RC
203
RegentAtlantic Capital
New Jersey
$590K -$52K -1,116 -8%
LWAC
204
Laurel Wealth Advisors (California)
California
$584K +$183K +3,923 +45%
DWT
205
Dorsey & Whitney Trust
South Dakota
$582K – – –
LNWWM
206
Laird Norton Wetherby Wealth Management
California
$579K +$195K +4,177 +51%
USCWA
207
U.S. Capital Wealth Advisors
Texas
$562K -$7.36K -158 -1%
NCM
208
NCM Capital Management
New Jersey
$551K +$792 +17 +0.1%
T
209
TCWP
Ohio
$549K – – –
VCP
210
Vista Capital Partners
Oregon
$549K – – –
IAG
211
Investmark Advisory Group
Connecticut
$543K +$268K +5,758 +98%
IAN
212
Integrated Advisors Network
Texas
$539K -$11.8K -254 -2%
BC
213
Burleson & Co
California
$521K – – –
FOA
214
Five Oceans Advisors
California
$511K +$280 +6 +0.1%
AFAS
215
Acorn Financial Advisory Services
Virginia
$508K – – –
ACP
216
Aveo Capital Partners
Colorado
$507K -$134K -2,867 -21%
SFS
217
Strategic Financial Services
New York
$499K – – –
WF
218
WoodTrust Financial
Wisconsin
$496K – – –
WT
219
Whittier Trust
California
$494K +$93 +2 +0%
Koshinski Asset Management
220
Koshinski Asset Management
Illinois
$484K +$484K +10,396 New
FA
221
Fortis Advisors
Pennsylvania
$483K +$932 +20 +0.2%
GWM
222
Geneos Wealth Management
Colorado
$477K +$477K +10,249 New
SHGA
223
Sand Hill Global Advisors
California
$469K – – –
KCPG
224
Kavar Capital Partners Group
Kansas
$469K +$839 +18 +0.2%
PFBT
225
Parkside Financial Bank & Trust
Missouri
$463K -$89.9K -1,929 -16%
7 8
9
10 11