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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 %
TFA
276
Tobias Financial Advisors
Florida
$1.43M -$10.4K -200 -0.7%
MWPCG
277
Measured Wealth Private Client Group
New Hampshire
$1.42M -$244K -4,699 -15%
MFC
278
Morris Financial Concepts
South Carolina
$1.41M +$330K +6,358 +31%
BFA
279
Bragg Financial Advisors
North Carolina
$1.4M +$109K +2,093 +8%
QHA
280
Quarry Hill Advisors
Minnesota
$1.39M -$19.3K -372 -1%
RB
281
Renasant Bank
Mississippi
$1.37M – – –
BFC
282
Bedel Financial Consulting
Indiana
$1.37M +$60.3K +1,163 +5%
MWM
283
Melfa Wealth Management
Massachusetts
$1.35M -$16.2K -312 -1%
2L
284
25 LLC
Missouri
$1.33M +$2.91K +56 +0.2%
MGIA
285
Moneta Group Investment Advisors
Missouri
$1.32M +$113K +2,173 +9%
CPIG
286
Chicago Partners Investment Group
Illinois
$1.29M -$115K -2,034 -8%
ZF
287
Zhang Financial
Michigan
$1.28M +$4.51K +87 +0.4%
Bank of Montreal
288
Bank of Montreal
Ontario, Canada
$1.28M +$156 +3 +0%
SPIA
289
Steward Partners Investment Advisory
New York
$1.27M -$17.1K -330 -1%
PS
290
Principal Securities
Iowa
$1.24M +$190K +3,667 +18%
WAP
291
Wealthcare Advisory Partners
Pennsylvania
$1.24M -$33.7K -649 -3%
Bessemer Group
292
Bessemer Group
New Jersey
$1.23M +$1.08M +20,872 +762%
W
293
WealthCollab
Washington
$1.21M – – –
MWM
294
Mission Wealth Management
California
$1.21M -$10.3K -198 -0.8%
PCIA
295
Prime Capital Investment Advisors
Kansas
$1.2M -$263K -5,067 -18%
SWM
296
Sanctuary Wealth Management
Idaho
$1.16M -$5.5K -106 -0.5%
BAM
297
BOS Asset Management
Illinois
$1.13M +$65.4K +1,261 +6%
JWA
298
JFS Wealth Advisors
Pennsylvania
$1.11M -$120K -2,318 -10%
WP
299
Wealthspan Partners
Iowa
$1.1M -$35K -675 -3%
MGW
300
MB Generational Wealth
Washington
$1.07M -$5.14K -99 -0.5%
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