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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 %
TIAM2
276
Tru Independence Asset Management 2
Oregon
$1.6M +$1.6M +28,777 New
LW
277
Lauer Wealth
Indiana
$1.6M +$30.5K +555 +2%
CWM
278
CarsonAllaria Wealth Management
Illinois
$1.59M -$75K -1,349 -5%
VCM
279
Versant Capital Management
Arizona
$1.58M -$15.1K -272 -0.9%
WFA
280
Websterrogers Financial Advisors
South Carolina
$1.58M -$92.2K -1,657 -6%
CRC
281
Curi RMB Capital
Illinois
$1.57M -$21.4K -385 -1%
Two Sigma Investments
282
Two Sigma Investments
New York
$1.56M +$1.26M +22,700 +428%
BFC
283
Bedel Financial Consulting
Indiana
$1.55M +$85.1K +1,530 +6%
IWC
284
Integrated Wealth Concepts
Massachusetts
$1.53M -$2.67K -48 -0.2%
TFA
285
Tobias Financial Advisors
Florida
$1.52M -$3.51K -63 -0.2%
MWPCG
286
Measured Wealth Private Client Group
New Hampshire
$1.5M -$21.3K -383 -1%
RB
287
Renasant Bank
Mississippi
$1.46M -$14.9K -267 -1%
2L
288
25 LLC
Missouri
$1.43M +$3.28K +59 +0.2%
Wells Fargo
289
Wells Fargo
California
$1.43M +$785K +14,120 +122%
SPIA
290
Steward Partners Investment Advisory
New York
$1.43M +$64.5K +1,159 +5%
PPH
291
Pure Portfolios Holdings
Oregon
$1.34M +$1.34M +24,089 New
ZF
292
Zhang Financial
Michigan
$1.33M -$41.2K -741 -3%
Bessemer Group
293
Bessemer Group
New Jersey
$1.31M -$2.17K -39 -0.2%
W
294
WealthCollab
Washington
$1.3M – – –
PCIA
295
Prime Capital Investment Advisors
Kansas
$1.29M -$56 -1 -0%
MWM
296
Mission Wealth Management
California
$1.27M -$22.6K -407 -2%
MWM
297
Melfa Wealth Management
Massachusetts
$1.25M -$194K -3,493 -13%
SWM
298
Sanctuary Wealth Management
Idaho
$1.23M -$17.4K -312 -1%
SIM
299
Studio Investment Management
Illinois
$1.22M +$100K +1,798 +9%
BAM
300
BOS Asset Management
Illinois
$1.19M -$13.8K -248 -1%
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12
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