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

Top Sellers

1
CCM
1
Carlson Capital Management
Minnesota
$4.99M
2
SC
2
Savant Capital
Illinois
$262M
3
MPM
3
MBB Public Markets
Illinois
$35.4M
4
VWA
4
Valued Wealth Advisors
Utah
$4.09M
5
Jane Street
5
Jane Street
New York
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
276
Melfa Wealth Management
Massachusetts
$1.43M +$90.2K +1,657 +7%
AA
277
Addison Advisors
Vermont
$1.41M +$53.1K +975 +4%
2L
278
25 LLC
Missouri
$1.4M +$708 +13 +0.1%
RFP
279
Root Financial Partners
California
$1.38M -$80.8K -1,485 -6%
BFC
280
Bedel Financial Consulting
Indiana
$1.37M +$174K +3,192 +14%
BWP
281
Balboa Wealth Partners
Arizona
$1.37M +$251K +4,605 +22%
BFA
282
Bragg Financial Advisors
North Carolina
$1.36M +$381K +6,995 +39%
SPIA
283
Steward Partners Investment Advisory
New York
$1.35M +$30.3K +556 +2%
Bank of Montreal
284
Bank of Montreal
Ontario, Canada
$1.34M -$41.3K -758 -3%
WAP
285
Wealthcare Advisory Partners
Pennsylvania
$1.34M +$23.6K +434 +2%
ZF
286
Zhang Financial
Michigan
$1.33M -$48.8K -897 -4%
Prudential Financial
287
Prudential Financial
New Jersey
$1.32M +$282K +5,176 +27%
JWA
288
JFS Wealth Advisors
Pennsylvania
$1.29M +$109 +2 +0%
CPIG
289
Chicago Partners Investment Group
Illinois
$1.29M +$349K +6,709 +37%
MWM
290
Mission Wealth Management
California
$1.28M +$8.49K +156 +0.7%
W
291
WealthCollab
Washington
$1.27M – – –
MGIA
292
Moneta Group Investment Advisors
Missouri
$1.27M -$77.5K -1,423 -6%
MA
293
Mutual Advisors
Nebraska
$1.23M +$129K +2,370 +12%
SWM
294
Sanctuary Wealth Management
Idaho
$1.22M -$3.43K -63 -0.3%
DAS
295
Diversify Advisory Services
Utah
$1.22M +$1.22M +22,621 New
WP
296
Wealthspan Partners
Iowa
$1.19M +$36K +661 +3%
PCM
297
Peirce Capital Management
Texas
$1.18M -$708 -13 -0.1%
TIAA Trust, National Association
298
TIAA Trust, National Association
North Carolina
$1.16M -$108K -1,983 -8%
SIAG
299
Safeguard Investment Advisory Group
California
$1.15M -$43.8K -805 -4%
UCFA
300
United Capital Financial Advisors
Texas
$1.14M -$5.23K -96 -0.5%
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12
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