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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

596 hedge funds and large institutions have $7.75B invested in Dimensional US Targeted Value ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 225 increasing their positions, 202 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
8.64%
Holding in Top 10
90
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.22%
% of All Funds
1.3%
New
43
Increased
225
Reduced
202
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$111M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$203M
3
CSIA
Conrad Siegel Investment Advisors
Pennsylvania
$23.1M
4
Financial Engines Advisors
Financial Engines Advisors
California
$16.9M
5
PFA
Pure Financial Advisors
California
$112M

Top Sellers

1
CCM
Carlson Capital Management
Minnesota
$4.99M
2
SC
Savant Capital
Illinois
$262M
3
MPM
MBB Public Markets
Illinois
$35.4M
4
VWA
Valued Wealth Advisors
Utah
$4.09M
5
Jane Street
Jane Street
New York
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
226
Certified Advisory Corp
Florida
$2.3M -$174K -3,190 -7%
OFP
227
OLIO Financial Planning
Virginia
$2.29M -$38.5K -728 -2%
AC
228
Applied Capital
Arkansas
$2.29M +$3.41K +70 +0.1%
TC
229
TownSquare Capital
Utah
$2.25M -$18K -331 -0.8%
MWM
230
Mattern Wealth Management
Kansas
$2.18M +$653 +12 +0%
ACP
231
Aviance Capital Partners
Florida
$2.14M +$458K +8,416 +27%
AHL
232
Abel Hall LLC
Louisiana
$2.1M -$3.54K -65 -0.2%
MW
233
Marcum Wealth
Ohio
$2.09M -$59.3K -1,090 -3%
BA
234
Bridgewater Advisors
New York
$2.08M -$6.48K -119 -0.3%
IAG
235
Investmark Advisory Group
Connecticut
$2.03M +$15.2K +279 +0.8%
GJIA
236
Glass Jacobson Investment Advisors
Maryland
$2.03M +$50.5K +927 +3%
CSWM
237
Cassady Schiller Wealth Management
Ohio
$2.02M -$19.6K -360 -1%
WAM
238
Weinberger Asset Management
California
$2.01M +$432K +7,938 +27%
FWM
239
Fortress Wealth Management
California
$1.97M +$517K +9,498 +36%
RWA
240
Rooted Wealth Advisors
Illinois
$1.96M +$52.8K +993 +3%
CWM
241
Concentrum Wealth Management
California
$1.96M +$1.96M +35,990 New
CPWM
242
Cypress Point Wealth Management
Texas
$1.96M -$3.73M -68,514 -66%
PAG
243
Private Advisor Group
New Jersey
$1.95M -$656K -12,051 -25%
AAS
244
Avantax Advisory Services
Texas
$1.92M +$790K +14,510 +70%
CFP
245
Cascade Financial Partners
California
$1.92M +$1.92M +37,346 New
FCI
246
Financial Counselors Inc
Kansas
$1.91M +$1.91M +35,076 New
FFO
247
Fortitude Family Office
Arizona
$1.84M +$653K +12,005 +55%
FSWA
248
Financial Synergies Wealth Advisors
Texas
$1.82M -$471K -8,644 -21%
WCA
249
Waypoint Capital Advisors
Minnesota
$1.81M – – –
HIG
250
Heritage Investment Group
Florida
$1.8M -$46.4K -852 -3%
8 9
10
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