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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

614 hedge funds and large institutions have $7.53B invested in Dimensional US Targeted Value ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 236 increasing their positions, 193 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+18
Holders Change %
+3.02%
% of All Funds
8.93%
Holding in Top 10
90
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.31%
New
48
Increased
236
Reduced
193
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFA
1
Pure Financial Advisors
California
$143M
2
Creative Planning
2
Creative Planning
Kansas
$739M
3
SW
3
Simplicity Wealth
New Jersey
$17.5M
4
SP
4
Symmetry Partners
Connecticut
$30.8M
5
EWA
5
EP Wealth Advisors
California
$80.9M

Top Sellers

1
FFM
1
Forum Financial Management
Illinois
$448M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$124M
3
EF
3
Empowered Funds
Pennsylvania
$0
4
IFA
4
Index Fund Advisors
California
$389M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$645M
Name Holding Trade Value Shares
Change 		Shares
Change %
KP
226
Keel Point
Alabama
$2.26M +$1.79K +34 +0.1%
RWA
227
Rooted Wealth Advisors
Illinois
$2.26M +$221K +3,997 +11%
WAM
228
Weinberger Asset Management
California
$2.24M +$319K +6,147 +17%
AAS
229
Avantax Advisory Services
Texas
$2.22M +$392K +7,550 +21%
RWM
230
Rockwood Wealth Management
Pennsylvania
$2.21M +$1.18M +22,722 +114%
TCM
231
TruNorth Capital Management
Michigan
$2.2M -$174K -3,350 -7%
CAC
232
Certified Advisory Corp
Florida
$2.19M +$1.09K +21 +0%
WKWM
233
Walter & Keenan Wealth Management
Indiana
$2.19M +$2.19M +42,219 New
BA
234
Bridgewater Advisors
New York
$2.14M -$5.6K -100 -0.3%
TC
235
TownSquare Capital
Utah
$2.11M -$26.2K -505 -1%
BI
236
Berkeley Inc
Idaho
$2.08M -$2.17M -41,866 -51%
MWM
237
Mattern Wealth Management
Kansas
$2.08M – – –
MA
238
Mutual Advisors
Nebraska
$2.04M +$766K +13,598 +60%
IAG
239
Investmark Advisory Group
Connecticut
$2.02M +$82.5K +1,591 +4%
AHL
240
Abel Hall LLC
Louisiana
$2.01M +$415 +8 +0%
MW
241
Marcum Wealth
Ohio
$1.98M -$11.8K -228 -0.6%
ACP
242
Aviance Capital Partners
Florida
$1.97M -$65.9K -1,271 -3%
GJIA
243
Glass Jacobson Investment Advisors
Maryland
$1.97M +$33K +636 +2%
CFP
244
Cascade Financial Partners
California
$1.94M – – –
CSWM
245
Cassady Schiller Wealth Management
Ohio
$1.92M -$6.22K -120 -0.3%
AA
246
Addison Advisors
Vermont
$1.9M +$557K +10,737 +42%
Jane Street
247
Jane Street
New York
$1.87M +$296K +5,712 +19%
FWM
248
Fortress Wealth Management
California
$1.86M -$14.5K -279 -0.8%
FCI
249
Financial Counselors Inc
Kansas
$1.83M +$6.9K +133 +0.4%
PAG
250
Private Advisor Group
New Jersey
$1.82M -$36.2K -697 -2%
8 9
10
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