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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 %
Northern Trust
251
Northern Trust
Illinois
$1.8M +$334K +6,435 +23%
FSWA
252
Financial Synergies Wealth Advisors
Texas
$1.74M +$6.54K +126 +0.4%
WCA
253
Waypoint Capital Advisors
Minnesota
$1.73M – – –
SC
254
Schubert & Co
Texas
$1.73M – – –
EWP
255
Elevation Wealth Partners
California
$1.73M +$184K +3,555 +12%
MCA
256
Maryland Capital Advisors
Maryland
$1.71M +$33.7K +650 +2%
HIG
257
Heritage Investment Group
Florida
$1.69M -$24.4K -470 -1%
AQR Capital Management
258
AQR Capital Management
Connecticut
$1.68M +$1.24M +23,828 +278%
RCAG
259
Rehmann Capital Advisory Group
Michigan
$1.68M +$22.8K +439 +1%
LIWM
260
Long Island Wealth Management
New York
$1.66M +$7.83K +151 +0.5%
LG
261
LAM Group
Oregon
$1.65M -$13K -250 -0.8%
Prudential Financial
262
Prudential Financial
New Jersey
$1.62M +$354K +6,823 +28%
SA
263
Sanctuary Advisors
Indiana
$1.58M +$1.58M +30,472 New
SPC
264
Sigma Planning Corp
Michigan
$1.58M +$45K +868 +3%
MSFS
265
Main Street Financial Solutions
Pennsylvania
$1.57M +$186K +3,593 +13%
WFA
266
Websterrogers Financial Advisors
South Carolina
$1.56M -$20K -386 -1%
CWM
267
CarsonAllaria Wealth Management
Illinois
$1.55M -$4.2K -81 -0.3%
AWM
268
Avior Wealth Management
Nebraska
$1.55M -$19.9K -383 -1%
MA
269
Montag & Associates
Georgia
$1.55M – – –
LW
270
Lauer Wealth
Indiana
$1.52M +$26.7K +500 +2%
VCM
271
Versant Capital Management
Arizona
$1.49M -$21.1K -407 -1%
CRC
272
Curi RMB Capital
Illinois
$1.49M +$986 +19 +0.1%
CPWM
273
Cypress Point Wealth Management
Texas
$1.47M -$392K -7,563 -21%
BWP
274
Balboa Wealth Partners
Arizona
$1.46M +$154K +2,977 +12%
IWC
275
Integrated Wealth Concepts
Massachusetts
$1.43M -$10.3K -198 -0.7%
9 10
11
12 13