Dimensional US Targeted Value ETF
DFAT
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.
257% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 14
48% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 67
12% more funds holding
Funds holding: 243 → 272 (+29)
10% more capital invested
Capital invested by funds: $2.45B → $2.69B (+$240M)
7% more funds holding in top 10
Funds holding in top 10: 27 → 29 (+2)
3.16% more ownership
Funds ownership: 41.52% → 44.68% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
+$87.1M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$64M |
| 3 |
SWA
Sax Wealth Advisors
Parsippany,
New Jersey
|
+$32.2M |
| 4 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$27M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$19.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$17.2M |
| 2 |
Jane Street
New York
|
-$3.45M |
| 3 |
WFA
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
-$2.46M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.18M |
| 5 |
EWA
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
-$1.91M |
DFAT Hedge Fund Activity: Q3 2021 in Review
272 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Targeted Value ETF (DFAT) for Q3 2021, worth a combined $2.69B — up 9.8% from $2.45B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new DFAT positions and 14 closed out — a net gain of 36 holders — while 99 added to existing stakes and 67 trimmed.
The largest buyer was Truepoint Inc, opening a new position worth an estimated $87.1M. The largest seller was EP Wealth Advisors, exiting entirely with an estimated $17.2M sold.
- 272 institutional investors held Dimensional US Targeted Value ETF (DFAT) as of Q3 2021, up from 243 in Q2 2021.
- Funds reported $2.69B of Dimensional US Targeted Value ETF stock for Q3 2021, up 9.8% quarter-over-quarter.
- 50 funds opened new Dimensional US Targeted Value ETF positions in Q3 2021 and 14 closed out, a net change of +36 holders.
- The largest Dimensional US Targeted Value ETF buyer in Q3 2021 was Truepoint Inc, an estimated $87.1M added.
- The largest Dimensional US Targeted Value ETF seller in Q3 2021 was EP Wealth Advisors, an estimated $17.2M sold.
Based on aggregated 13F filings for Q3 2021.