U.S. Targeted Value Portfolio ETF Class Shares
DFAT
243 hedge funds and large institutions have $2.45B invested in U.S. Targeted Value Portfolio ETF Class Shares in 2021 Q2 according to their latest regulatory filings, with 243 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
41.52% more ownership
Funds ownership: 0% → 41.52% (+42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$503M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$311M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$142M |
| 4 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$82.4M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$81M |
Top Sellers
DFAT Hedge Fund Activity: Q2 2021 in Review
243 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in U.S. Targeted Value Portfolio ETF Class Shares (DFAT) for Q2 2021, worth a combined $2.45B.
Buyers outnumbered sellers: 243 funds opened new DFAT positions and 0 closed out — a net gain of 243 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $503M.
- 243 institutional investors held U.S. Targeted Value Portfolio ETF Class Shares (DFAT) as of Q2 2021, up from 0 in Q1 2021.
- Funds reported $2.45B of U.S. Targeted Value Portfolio ETF Class Shares stock for Q2 2021.
- 243 funds opened new U.S. Targeted Value Portfolio ETF Class Shares positions in Q2 2021 and 0 closed out, a net change of +243 holders.
- The largest U.S. Targeted Value Portfolio ETF Class Shares buyer in Q2 2021 was Buckingham Strategic Wealth, an estimated $503M added.
Based on aggregated 13F filings for Q2 2021.