DFAT icon

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 %
MCA
251
Maryland Capital Advisors
Maryland
$2.04M +$199K +3,582 +11%
FWM
252
Fortress Wealth Management
California
$2.01M +$10.7K +193 +0.5%
SPC
253
Sigma Planning Corp
Michigan
$1.99M +$298K +5,362 +18%
MA
254
Mutual Advisors
Nebraska
$1.98M -$17.7K -321 -0.9%
FCI
255
Financial Counselors Inc
Kansas
$1.98M +$18.5K +332 +0.9%
MGIA
256
Moneta Group Investment Advisors
Missouri
$1.96M +$546K +9,808 +39%
PAG
257
Private Advisor Group
New Jersey
$1.92M -$26.5K -477 -1%
CSWM
258
Cassady Schiller Wealth Management
Ohio
$1.92M -$133K -2,395 -6%
CG
259
Caprock Group
Idaho
$1.9M +$1.15M +20,750 +155%
BI
260
Beckerman Institutional
New Jersey
$1.9M +$1.9M +34,065 New
SA
261
Sanctuary Advisors
Indiana
$1.88M +$51.1K +849 +3%
FSWA
262
Financial Synergies Wealth Advisors
Texas
$1.86M -$6.73K -121 -0.4%
WCA
263
Waypoint Capital Advisors
Minnesota
$1.85M – – –
RCAG
264
Rehmann Capital Advisory Group
Michigan
$1.85M +$54.5K +979 +3%
HIG
265
Heritage Investment Group
Florida
$1.81M – – –
SC
266
Schubert & Co
Texas
$1.77M +$6.79K +122 +0.4%
LG
267
LAM Group
Oregon
$1.77M +$334 +6 +0%
BFA
268
Bragg Financial Advisors
North Carolina
$1.76M +$254K +4,565 +17%
BWP
269
Balboa Wealth Partners
Arizona
$1.76M +$194K +3,491 +12%
Northern Trust
270
Northern Trust
Illinois
$1.68M -$254K -4,568 -13%
AWM
271
Avior Wealth Management
Nebraska
$1.66M +$501 +9 +0%
MA
272
Montag & Associates
Georgia
$1.66M – – –
CPWM
273
Cypress Point Wealth Management
Texas
$1.65M +$69.1K +1,242 +4%
MFC
274
Morris Financial Concepts
South Carolina
$1.64M +$131K +2,355 +9%
QHA
275
Quarry Hill Advisors
Minnesota
$1.62M +$132K +2,367 +9%
9 10
11
12 13