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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.

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

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$501M 11,188,003 +11,188,003 New
Creative Planning
2
Creative Planning
Kansas
$310M 6,917,227 +6,917,227 New
SC
3
Savant Capital
Illinois
$142M 3,168,112 +3,168,112 New
AWP
4
Abacus Wealth Partners
California
$82.1M 1,833,480 +1,833,480 New
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$80.8M 1,804,140 +1,804,140 New
PL
6
Plancorp LLC
Missouri
$79.6M 1,776,954 +1,776,954 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$77.2M 1,723,666 +1,723,666 New
MWM
8
Merriman Wealth Management
Washington
$75.6M 1,686,866 +1,686,866 New
WCWM
9
Willow Creek Wealth Management
California
$67.2M 1,499,968 +1,499,968 New
WFA
10
Wipfli Financial Advisors
Wisconsin
$60.8M 1,356,269 +1,356,269 New
EAM
11
Evanson Asset Management
California
$52.9M 1,181,448 +1,181,448 New
DY
12
Dowling & Yahnke
California
$48.5M 1,082,839 +1,082,839 New
MWM
13
Modera Wealth Management
New Jersey
$46.5M 1,038,093 +1,038,093 New
BDF
14
Balasa Dinverno & Foltz
$39.9M 890,594 +890,594 New
HIGP
15
Hill Investment Group Partners
Missouri
$34.8M 776,696 +776,696 New
CCM
16
Carlson Capital Management
Minnesota
$33.5M 747,293 +747,293 New
CL
17
Choreo LLC
Illinois
$31.8M 710,223 +710,223 New
TWA
18
TCI Wealth Advisors
Arizona
$30.6M 681,983 +681,983 New
ADL
19
Asset Dedication LLC
California
$30.1M 671,545 +671,545 New
FG
20
Foster Group
Iowa
$29.4M 656,300 +656,300 New
EWM
21
Empirical Wealth Management
Washington
$25.9M 577,154 +577,154 New
TFM
22
TFC Financial Management
Massachusetts
$25.8M 575,646 +575,646 New
HighTower Advisors
23
HighTower Advisors
Illinois
$22.2M 496,161 +496,161 New
TWP
24
TFO Wealth Partners
Ohio
$21M 472,542 +472,542 New
JIC
25
Joel Isaacson & Co
New York
$19.5M 434,960 +434,960 New
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