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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

364 hedge funds and large institutions have $4.44B invested in Dimensional US Targeted Value ETF in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 108 increasing their positions, 74 reducing their positions, and 16 closing their positions.

Holders
364
Holders Change
+92
Holders Change %
+33.82%
% of All Funds
5.62%
Holding in Top 10
70
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+141.38%
% of All Funds
1.08%
New
113
Increased
108
Reduced
74
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IFA
1
Index Fund Advisors
California
$419M
2
FFM
2
Forum Financial Management
Illinois
$220M
3
JTWM
3
Jackson Thornton Wealth Management
Alabama
$106M
4
EP
4
Equius Partners
California
$104M
5
RCG
5
Resource Consulting Group
Florida
$73.9M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$39.1M
2
BOS
2
Bingham Osborn & Scarborough
California
$0
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$0
4
WF
4
WoodTrust Financial
Wisconsin
$506K
5
SC
5
Savant Capital
Illinois
$146M
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$562M 11,825,856 +29,482 +0.2%
IFA
2
Index Fund Advisors
California
$419M 8,821,747 +8,821,747 New
Creative Planning
3
Creative Planning
Kansas
$382M 8,043,406 +775,963 +11%
FFM
4
Forum Financial Management
Illinois
$220M 4,620,664 +4,620,664 New
SC
5
Savant Capital
Illinois
$146M 3,065,234 -67,024 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$111M 2,326,909 +153,854 +7%
JTWM
7
Jackson Thornton Wealth Management
Alabama
$106M 2,232,642 +2,232,642 New
EP
8
Equius Partners
California
$104M 2,187,153 +2,187,153 New
TI
9
Truepoint Inc
Ohio
$92.1M 1,939,145 -24,618 -1%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$89.8M 1,889,631 +94,592 +5%
AWP
11
Abacus Wealth Partners
California
$86.5M 1,819,707 +14,967 +0.8%
PL
12
Plancorp LLC
Missouri
$86.1M 1,811,279 +32,591 +2%
RCG
13
Resource Consulting Group
Florida
$73.9M 1,554,279 +1,554,279 New
WCWM
14
Willow Creek Wealth Management
California
$73.8M 1,553,581 +28,377 +2%
WFA
15
Wipfli Financial Advisors
Wisconsin
$59.4M 1,249,143 -51,600 -4%
DY
16
Dowling & Yahnke
California
$56.8M 1,196,249 +72,445 +6%
QA
17
Quantitative Advantage
Minnesota
$56.3M 1,183,907 +1,183,907 New
MWM
18
Modera Wealth Management
New Jersey
$55.9M 1,175,540 +51,953 +5%
EAM
19
Evanson Asset Management
California
$54.7M 1,150,833 -36,207 -3%
FPAS
20
Focus Partners Advisor Solutions
Missouri
$49.2M 1,036,178 +1,036,178 New
BDF
21
Balasa Dinverno & Foltz
$47.1M 991,378 +55,986 +6%
ADL
22
Asset Dedication LLC
California
$46.7M 981,783 +158,184 +19%
BAM
23
Bayshore Asset Management
Florida
$42.7M 898,371 +898,371 New
MWM
24
Merriman Wealth Management
Washington
$39.1M 822,807 -2,308,035 -74%
DHGWA
25
Dixon Hughes Goodman Wealth Advisors
North Carolina
$38M 798,825 +798,825 New
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