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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 %
WAP
301
Wealthcare Advisory Partners
Pennsylvania
$1.19M -$139K -2,495 -10%
BOSSRA
302
B.O.S.S. Retirement Advisors
Utah
$1.18M +$164K +2,948 +16%
WP
303
Wealthspan Partners
Iowa
$1.18M – – –
Fidelity Investments
304
Fidelity Investments
Massachusetts
$1.17M +$131K +2,349 +13%
MGW
305
MB Generational Wealth
Washington
$1.15M +$4.45K +80 +0.4%
TIAA Trust, National Association
306
TIAA Trust, National Association
North Carolina
$1.14M +$31.4K +564 +3%
BCM
307
Basso Capital Management
Connecticut
$1.13M – – –
SIAG
308
Safeguard Investment Advisory Group
California
$1.12M -$17.6K -317 -2%
PCM
309
Peirce Capital Management
Texas
$1.11M -$18.8K -338 -2%
FA
310
Fiducient Advisors
Illinois
$1.11M +$4.06K +73 +0.4%
IPW
311
Intergy Private Wealth
Colorado
$1.11M +$334 +6 +0%
Bank of Montreal
312
Bank of Montreal
Ontario, Canada
$1.1M -$258K -4,659 -19%
MWP
313
Meredith Wealth Planning
Illinois
$1.1M +$5.73K +103 +0.5%
NHC
314
Nicholas Hoffman & Company
Georgia
$1.07M – – –
PIFP
315
Partners in Financial Planning
Virginia
$1.05M +$2.06K +37 +0.2%
IWS
316
Integrity Wealth Solutions
Colorado
$1.05M +$3.78K +68 +0.4%
RFP
317
Root Financial Partners
California
$1.04M -$29.8K -536 -3%
PS
318
Principal Securities
Iowa
$1.04M -$289K -5,188 -22%
VAG
319
Vannoy Advisory Group
Texas
$1.03M – – –
DWM
320
Dakota Wealth Management
Florida
$1.02M – – –
GWM
321
Grand Wealth Management
Michigan
$1M +$56 +1 +0%
KF
322
Krilogy Financial
Missouri
$986K -$1.17K -21 -0.1%
KWM
323
Keebeck Wealth Management
Illinois
$978K – – –
STA
324
Summit Trail Advisors
New York
$967K +$190K +3,424 +25%
CPIG
325
Chicago Partners Investment Group
Illinois
$947K -$302K -5,488 -24%
11 12
13
14 15