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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

340 hedge funds and large institutions have $4.58B invested in Dimensional US Targeted Value ETF in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 146 increasing their positions, 79 reducing their positions, and 60 closing their positions.

Holders
340
Holders Change
-24
Holders Change %
-6.59%
% of All Funds
5.38%
Holding in Top 10
65
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.14%
% of All Funds
1.03%
New
41
Increased
146
Reduced
79
Closed
60
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$164M
2
EWA
2
EP Wealth Advisors
California
$35.3M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$75.7M
4
JTWM
4
Jackson Thornton Wealth Management
Alabama
$128M
5
FFM
5
Forum Financial Management
Illinois
$234M

Top Sellers

1
AWP
1
Abacus Wealth Partners
California
$66.7M
2
PWM
2
PBMares Wealth Management
Virginia
$0
3
MAM
3
McLean Asset Management
Virginia
$0
4
LPL Financial
4
LPL Financial
California
$0
5
AC
5
Apella Capital
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$545M 11,710,413 -115,443 -1%
IFA
2
Index Fund Advisors
California
$407M 8,731,085 -90,662 -1%
Creative Planning
3
Creative Planning
Kansas
$378M 8,121,197 +77,791 +1%
FFM
4
Forum Financial Management
Illinois
$234M 5,021,262 +400,598 +9%
MWM
5
Merriman Wealth Management
Washington
$164M 3,522,456 +2,699,649 +328%
SC
6
Savant Capital
Illinois
$141M 3,026,396 -38,838 -1%
JTWM
7
Jackson Thornton Wealth Management
Alabama
$128M 2,739,641 +506,999 +23%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$109M 2,338,555 +11,646 +0.5%
EP
9
Equius Partners
California
$102M 2,199,249 +12,096 +0.6%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$88.5M 1,899,411 +9,780 +0.5%
TI
11
Truepoint Inc
Ohio
$88.2M 1,893,121 -46,024 -2%
PL
12
Plancorp LLC
Missouri
$83.9M 1,801,933 -9,346 -0.5%
FPAS
13
Focus Partners Advisor Solutions
Missouri
$75.7M 1,624,985 +588,807 +57%
WCWM
14
Willow Creek Wealth Management
California
$73.8M 1,584,201 +30,620 +2%
RCG
15
Resource Consulting Group
Florida
$73.1M 1,568,675 +14,396 +0.9%
AWP
16
Abacus Wealth Partners
California
$66.7M 1,432,448 -387,259 -21%
DY
17
Dowling & Yahnke
California
$59.4M 1,275,482 +79,233 +7%
WFA
18
Wipfli Financial Advisors
Wisconsin
$57.3M 1,231,186 -17,957 -1%
MWM
19
Modera Wealth Management
New Jersey
$55.2M 1,186,042 +10,502 +0.9%
QA
20
Quantitative Advantage
Minnesota
$54.7M 1,174,123 -9,784 -0.8%
EAM
21
Evanson Asset Management
California
$53.2M 1,141,930 -8,903 -0.8%
ADL
22
Asset Dedication LLC
California
$51.9M 1,114,573 +132,790 +14%
BDF
23
Balasa Dinverno & Foltz
$47.9M 1,028,478 +37,100 +4%
BAM
24
Bayshore Asset Management
Florida
$40.9M 878,579 -19,792 -2%
CPA
25
Capital Performance Advisors
California
$37.4M 803,041 +2,867 +0.4%
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