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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 %
SIAG
301
Safeguard Investment Advisory Group
California
$1.06M -$40.1K -773 -4%
PCM
302
Peirce Capital Management
Texas
$1.06M -$69.6K -1,341 -6%
BCM
303
Basso Capital Management
Connecticut
$1.05M – – –
SIM
304
Studio Investment Management
Illinois
$1.04M +$56.3K +1,085 +6%
IPW
305
Intergy Private Wealth
Colorado
$1.04M -$622 -12 -0.1%
FA
306
Fiducient Advisors
Illinois
$1.03M +$4.2K +81 +0.4%
TIAA Trust, National Association
307
TIAA Trust, National Association
North Carolina
$1.03M -$79.2K -1,527 -7%
MWP
308
Meredith Wealth Planning
Illinois
$1.02M -$1.09K -21 -0.1%
BJL
309
Brighton Jones LLC
Washington
$1M +$5.97K +115 +0.6%
RFP
310
Root Financial Partners
California
$1M -$313K -6,036 -24%
DAS
311
Diversify Advisory Services
Utah
$997K -$157K -3,078 -14%
NHC
312
Nicholas Hoffman & Company
Georgia
$995K – – –
PIFP
313
Partners in Financial Planning
Virginia
$980K +$2.18K +42 +0.2%
IWS
314
Integrity Wealth Solutions
Colorado
$973K +$973K +18,763 New
Fidelity Investments
315
Fidelity Investments
Massachusetts
$965K +$285K +5,500 +42%
VAG
316
Vannoy Advisory Group
Texas
$957K -$12.8K -246 -1%
BOSSRA
317
B.O.S.S. Retirement Advisors
Utah
$952K +$357K +6,888 +60%
DWM
318
Dakota Wealth Management
Florida
$950K – – –
PB
319
Pinnacle Bancorp
Nebraska
$941K +$29.2K +562 +3%
GWM
320
Grand Wealth Management
Michigan
$933K -$1.94M -37,363 -67%
KF
321
Krilogy Financial
Missouri
$920K +$920K +17,738 New
KWM
322
Keebeck Wealth Management
Illinois
$912K – – –
KCPG
323
Kavar Capital Partners Group
Kansas
$874K +$1.87K +36 +0.2%
Bank of New York Mellon
324
Bank of New York Mellon
New York
$862K +$862K +16,613 New
SFPM
325
Sensible Financial Planning & Management
Massachusetts
$861K – – –
11 12
13
14 15