DFAT icon

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
+$27.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.3M
4
FPAS
Focus Partners Advisor Solutions
Missouri
+$24.7M
5
AC
Apella Capital
Connecticut
+$20.7M

Top Sellers

1
IFA
Index Fund Advisors
California
-$23.8M
2
JTWM
Jackson Thornton Wealth Management
Alabama
-$17.9M
3
EVM
Eaton Vance Management
Massachusetts
-$17.6M
4
AF
Advisornet Financial
Minnesota
-$8.31M
5
BDF
Balasa Dinverno & Foltz
-$6.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASI
201
Advisory Services & Investments
Oregon
$861K +$14.1K +350 +2%
CWM
202
Curi Wealth Management
North Carolina
$811K +$719K +17,868 +778%
TF
203
TIAA FSB
Florida
$773K +$34K +846 +5%
DWM
204
Dakota Wealth Management
Florida
$757K – – –
AA
205
Addison Advisors
Vermont
$752K +$421K +10,471 +127%
ICG
206
InterOcean Capital Group
Tennessee
$749K +$749K +18,619 New
NHC
207
Nicholas Hoffman & Company
Georgia
$745K – – –
Morgan Stanley
208
Morgan Stanley
New York
$739K +$99.8K +2,482 +16%
Royal Bank of Canada
209
Royal Bank of Canada
Ontario, Canada
$713K +$346K +8,608 +94%
PMFA
210
Plante Moran Financial Advisors
Michigan
$708K -$45.2K -1,125 -6%
TC
211
TownSquare Capital
Utah
$691K -$44.9K -1,115 -6%
CPWM
212
Cypress Point Wealth Management
Texas
$682K +$682K +16,955 New
MPAM
213
Murphy Pohlad Asset Management
Minnesota
$663K +$2.01K +50 +0.3%
BJL
214
Brighton Jones LLC
Washington
$656K +$129K +3,204 +24%
RCAG
215
Rehmann Capital Advisory Group
Michigan
$649K -$319K -7,942 -33%
TNBTD
216
Trustmark National Bank Trust Department
Mississippi
$647K – – –
CWA
217
Clarus Wealth Advisors
Arizona
$633K +$633K +15,763 New
SPC
218
Sigma Planning Corp
Michigan
$629K +$328K +8,149 +109%
BAM
219
Baldrige Asset Management
Pennsylvania
$627K +$12.3K +305 +2%
CPSAC
220
Chas P. Smith & Associates (CPS)
Florida
$626K – – –
KWM
221
Keebeck Wealth Management
Illinois
$623K +$623K +15,479 New
AAS
222
Ameritas Advisory Services
Nebraska
$620K +$28.8K +715 +5%
WIM
223
Warwick Investment Management
Texas
$619K +$2.53K +63 +0.4%
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$618K -$85.3K -2,122 -12%
FWM
225
Fortress Wealth Management
California
$613K +$380K +9,444 +163%
7 8
9
10 11