Dimensional US Targeted Value ETF
DFAT
399 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 79 funds opening new positions, 148 increasing their positions, 98 reducing their positions, and 18 closing their positions.
339% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 18
51% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 98
17% more funds holding
Funds holding: 340 → 399 (+59)
15% more funds holding in top 10
Funds holding in top 10: 65 → 75 (+10)
3.25% more ownership
Funds ownership: 65.56% → 68.81% (+3.3%)
7% less capital invested
Capital invested by funds: $4.58B → $4.28B (-$298M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$36.1M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$30.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$29.8M |
| 4 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$27M |
| 5 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$22.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFA
Index Fund Advisors
Irvine,
California
|
-$26M |
| 2 |
JTWM
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
-$19.5M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$17.6M |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$9.06M |
| 5 |
BDF
Balasa Dinverno & Foltz
|
-$7.19M |
DFAT Hedge Fund Activity: Q2 2022 in Review
399 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Targeted Value ETF (DFAT) for Q2 2022, worth a combined $4.28B — down 6.5% from $4.58B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new DFAT positions and 18 closed out — a net gain of 61 holders — while 148 added to existing stakes and 98 trimmed.
The largest buyer was Forvis Mazars Wealth Advisors, opening a new position worth an estimated $36.1M. The largest seller was Index Fund Advisors, cutting an estimated $26M.
- 399 institutional investors held Dimensional US Targeted Value ETF (DFAT) as of Q2 2022, up from 340 in Q1 2022.
- Funds reported $4.28B of Dimensional US Targeted Value ETF stock for Q2 2022, down 6.5% quarter-over-quarter.
- 79 funds opened new Dimensional US Targeted Value ETF positions in Q2 2022 and 18 closed out, a net change of +61 holders.
- The largest Dimensional US Targeted Value ETF buyer in Q2 2022 was Forvis Mazars Wealth Advisors, an estimated $36.1M added.
- The largest Dimensional US Targeted Value ETF seller in Q2 2022 was Index Fund Advisors, an estimated $26M sold.
Based on aggregated 13F filings for Q2 2022.