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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 %
TNBTD
326
Trustmark National Bank Trust Department
Mississippi
$875K – – –
SAM
327
Smartleaf Asset Management
Massachusetts
$867K +$48.1K +890 +6%
FTDI
328
First Trust Direct Indexing
Massachusetts
$862K +$862K +15,846 New
WIM
329
Warwick Investment Management
Texas
$859K +$1.69K +31 +0.2%
ASI
330
Advisory Services & Investments
Oregon
$851K -$6.53K -120 -0.8%
FWP
331
Falcon Wealth Planning
California
$845K +$54 +1 +0%
AWM
332
Apollon Wealth Management
South Carolina
$815K -$138K -2,529 -14%
MPAM
333
Murphy Pohlad Asset Management
Minnesota
$811K – – –
CAM
334
CPA Asset Management
Florida
$808K – – –
WA
335
Waverly Advisors
Alabama
$800K +$19.4K +357 +2%
Rockefeller Capital Management
336
Rockefeller Capital Management
New York
$798K -$45.9K -844 -5%
CIA
337
Capital Investment Advisors
Georgia
$796K – – –
KeyBank National Association
338
KeyBank National Association
Ohio
$788K – – –
OW
339
Olistico Wealth
Oklahoma
$776K +$490 +9 +0.1%
PMFA
340
Plante Moran Financial Advisors
Michigan
$761K – – –
WFA
341
WMG Financial Advisors
Tennessee
$760K -$42.7K -784 -5%
BTWM
342
Baker Tilly Wealth Management
Wisconsin
$759K -$30.2K -554 -4%
SFM
343
Signet Financial Management
New Jersey
$754K +$301K +5,538 +67%
S
344
SignatureFD
Georgia
$732K +$732K +13,440 New
USCWA
345
U.S. Capital Wealth Advisors
Texas
$717K -$110K -2,022 -13%
Fidelity Investments
346
Fidelity Investments
Massachusetts
$713K +$264K +4,848 +59%
OSAM
347
O'Shaughnessy Asset Management
Connecticut
$711K +$121K +2,232 +21%
CG
348
Caprock Group
Idaho
$711K – – –
BWS
349
BCR Wealth Strategies
Alabama
$704K – – –
AWE
350
Avidian Wealth Enterprises
Texas
$702K +$98K +1,800 +16%
12 13
14
15 16