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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

629 hedge funds and large institutions have $8.06B invested in Dimensional US Targeted Value ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 244 increasing their positions, 207 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+15
Holders Change %
+2.44%
% of All Funds
9.1%
Holding in Top 10
92
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.22%
% of All Funds
1.33%
New
37
Increased
244
Reduced
207
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$680M
2
PFA
2
Pure Financial Advisors
California
$198M
3
SC
3
Savant Capital
Illinois
$289M
4
EWA
4
EP Wealth Advisors
California
$103M
5
FFM
5
Forum Financial Management
Illinois
$489M

Top Sellers

1
SP
1
Symmetry Partners
Connecticut
$3.37M
2
EFP
2
Elser Financial Planning
Indiana
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$124M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$114M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
226
US Bancorp
Minnesota
$2.66M +$49K +881 +2%
ATI
227
ARK & TLK Investments
Oklahoma
$2.64M -$61.6K -1,108 -2%
AC
228
Applied Capital
Arkansas
$2.62M +$6.06K +109 +0.2%
DWA
229
Delap Wealth Advisory
Oregon
$2.59M -$2.63M -47,228 -50%
SCM
230
SOL Capital Management
Maryland
$2.56M -$34.9K -628 -1%
SA
231
SpiderRock Advisors
Delaware
$2.54M -$394K -7,086 -13%
AAS
232
Avantax Advisory Services
Texas
$2.5M +$114K +2,056 +5%
Prudential Financial
233
Prudential Financial
New Jersey
$2.46M +$721K +12,968 +42%
KP
234
Keel Point
Alabama
$2.39M +$1.67K +30 +0.1%
RWM
235
Rockwood Wealth Management
Pennsylvania
$2.37M +$278 +5 +0%
TCM
236
TruNorth Capital Management
Michigan
$2.36M – – –
CAC
237
Certified Advisory Corp
Florida
$2.35M -$1.61K -29 -0.1%
EWP
238
Elevation Wealth Partners
California
$2.3M +$447K +8,027 +24%
OFP
239
OLIO Financial Planning
Virginia
$2.29M +$2.64K +50 +0.1%
MWM
240
Mattern Wealth Management
Kansas
$2.23M – – –
IAG
241
Investmark Advisory Group
Connecticut
$2.19M +$27.5K +495 +1%
AA
242
Addison Advisors
Vermont
$2.15M +$111K +2,002 +5%
MW
243
Marcum Wealth
Ohio
$2.13M +$6.12K +110 +0.3%
MSFS
244
Main Street Financial Solutions
Pennsylvania
$2.11M +$428K +7,688 +25%
TC
245
TownSquare Capital
Utah
$2.1M -$168K -3,022 -7%
BA
246
Bridgewater Advisors
New York
$2.1M -$15.8K -285 -0.7%
LIWM
247
Long Island Wealth Management
New York
$2.1M +$321K +5,763 +18%
CFP
248
Cascade Financial Partners
California
$2.06M – – –
GJIA
249
Glass Jacobson Investment Advisors
Maryland
$2.05M -$58K -1,042 -3%
AHL
250
Abel Hall LLC
Louisiana
$2.04M -$108K -1,939 -5%
8 9
10
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