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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

272 hedge funds and large institutions have $2.69B invested in Dimensional US Targeted Value ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 99 increasing their positions, 67 reducing their positions, and 14 closing their positions.

Holders
272
Holders Change
+29
Holders Change %
+11.93%
% of All Funds
4.78%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.51%
New
50
Increased
99
Reduced
67
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
1
Truepoint Inc
Ohio
$87.2M
2
MWM
2
Merriman Wealth Management
Washington
$139M
3
SWA
3
Sax Wealth Advisors
New Jersey
$32.2M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$524M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$96.5M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$0
2
Jane Street
2
Jane Street
New York
$0
3
WFA
3
Wipfli Financial Advisors
Wisconsin
$57.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
EWA
5
Exencial Wealth Advisors
Oklahoma
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$524M 11,796,374 +608,371 +5%
Creative Planning
2
Creative Planning
Kansas
$323M 7,267,443 +350,216 +5%
SC
3
Savant Capital
Illinois
$139M 3,132,258 -35,854 -1%
MWM
4
Merriman Wealth Management
Washington
$139M 3,130,842 +1,443,976 +86%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$96.5M 2,173,055 +449,389 +26%
TI
6
Truepoint Inc
Ohio
$87.2M 1,963,763 +1,963,763 New
AWP
7
Abacus Wealth Partners
California
$80.1M 1,804,740 -28,740 -2%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$79.7M 1,795,039 -9,101 -0.5%
PL
9
Plancorp LLC
Missouri
$79M 1,778,688 +1,734 +0.1%
WCWM
10
Willow Creek Wealth Management
California
$67.7M 1,525,204 +25,236 +2%
WFA
11
Wipfli Financial Advisors
Wisconsin
$57.8M 1,300,743 -55,526 -4%
EAM
12
Evanson Asset Management
California
$52.9M 1,187,040 +5,592 +0.5%
DY
13
Dowling & Yahnke
California
$49.9M 1,123,804 +40,965 +4%
MWM
14
Modera Wealth Management
New Jersey
$49.9M 1,123,587 +85,494 +8%
BDF
15
Balasa Dinverno & Foltz
$41.5M 935,392 +44,798 +5%
ADL
16
Asset Dedication LLC
California
$36.6M 823,599 +152,054 +23%
HIGP
17
Hill Investment Group Partners
Missouri
$34.5M 777,467 +771 +0.1%
CCM
18
Carlson Capital Management
Minnesota
$33.1M 746,255 -1,038 -0.1%
SWA
19
Sax Wealth Advisors
New Jersey
$32.2M 725,347 +725,347 New
CL
20
Choreo LLC
Illinois
$30.5M 686,694 -23,529 -3%
TWA
21
TCI Wealth Advisors
Arizona
$29.7M 668,909 -13,074 -2%
FG
22
Foster Group
Iowa
$28.8M 647,814 -8,486 -1%
EWM
23
Empirical Wealth Management
Washington
$26.8M 603,445 +26,291 +5%
TFM
24
TFC Financial Management
Massachusetts
$25.6M 575,781 +135 +0%
HighTower Advisors
25
HighTower Advisors
Illinois
$22M 495,511 -650 -0.1%
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