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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

398 hedge funds and large institutions have $4.28B invested in Dimensional US Targeted Value ETF in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 148 increasing their positions, 98 reducing their positions, and 18 closing their positions.

Holders
398
Holders Change
+58
Holders Change %
+17.06%
% of All Funds
6.73%
Holding in Top 10
75
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+15.38%
% of All Funds
1.27%
New
78
Increased
148
Reduced
98
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMWA
1
Forvis Mazars Wealth Advisors
Missouri
$33.1M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$104M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$121M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$90.1M
5
AC
5
Apella Capital
Connecticut
$20.7M

Top Sellers

1
IFA
1
Index Fund Advisors
California
$327M
2
JTWM
2
Jackson Thornton Wealth Management
Alabama
$92.3M
3
EVM
3
Eaton Vance Management
Massachusetts
$0
4
AF
4
Advisornet Financial
Minnesota
$421K
5
BDF
5
Balasa Dinverno & Foltz
$34.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$476M 11,831,066 +120,653 +1%
Creative Planning
2
Creative Planning
Kansas
$336M 8,350,802 +229,605 +3%
IFA
3
Index Fund Advisors
California
$327M 8,139,036 -592,049 -7%
FFM
4
Forum Financial Management
Illinois
$214M 5,329,690 +308,428 +6%
MWM
5
Merriman Wealth Management
Washington
$159M 3,955,799 +433,343 +12%
SC
6
Savant Capital
Illinois
$135M 3,344,572 +318,176 +11%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$121M 3,017,464 +678,909 +29%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$104M 2,590,563 +691,152 +36%
JTWM
9
Jackson Thornton Wealth Management
Alabama
$92.3M 2,295,812 -443,829 -16%
FPAS
10
Focus Partners Advisor Solutions
Missouri
$90.1M 2,239,492 +614,507 +38%
EP
11
Equius Partners
California
$87.4M 2,173,962 -25,287 -1%
TI
12
Truepoint Inc
Ohio
$73.8M 1,835,700 -57,421 -3%
PL
13
Plancorp LLC
Missouri
$71.2M 1,769,651 -32,282 -2%
WCWM
14
Willow Creek Wealth Management
California
$65.2M 1,621,149 +36,948 +2%
RCG
15
Resource Consulting Group
Florida
$64.3M 1,598,975 +30,300 +2%
WFA
16
Wipfli Financial Advisors
Wisconsin
$61.2M 1,521,203 +290,017 +24%
AWP
17
Abacus Wealth Partners
California
$55.9M 1,390,752 -41,696 -3%
DY
18
Dowling & Yahnke
California
$52.7M 1,309,876 +34,394 +3%
ADL
19
Asset Dedication LLC
California
$47.8M 1,187,926 +73,353 +7%
QA
20
Quantitative Advantage
Minnesota
$46.8M 1,162,381 -11,742 -1%
EAM
21
Evanson Asset Management
California
$46.5M 1,155,448 +13,518 +1%
MWM
22
Modera Wealth Management
New Jersey
$45.3M 1,126,903 -59,139 -5%
BDF
23
Balasa Dinverno & Foltz
$34.8M 864,554 -163,924 -16%
EWA
24
EP Wealth Advisors
California
$34.6M 859,266 +102,253 +14%
BAM
25
Bayshore Asset Management
Florida
$33.8M 841,441 -37,138 -4%
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