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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 %
BJL
326
Brighton Jones LLC
Washington
$946K -$131K -2,358 -12%
KCPG
327
Kavar Capital Partners Group
Kansas
$938K +$612 +11 +0.1%
SFPM
328
Sensible Financial Planning & Management
Massachusetts
$924K – – –
Fifth Third Bancorp
329
Fifth Third Bancorp
Ohio
$917K +$412K +7,402 +82%
Rockefeller Capital Management
330
Rockefeller Capital Management
New York
$916K +$81.2K +1,459 +10%
DAS
331
Diversify Advisory Services
Utah
$895K -$185K -3,347 -17%
TNBTD
332
Trustmark National Bank Trust Department
Mississippi
$895K – – –
WIM
333
Warwick Investment Management
Texas
$885K +$3.17K +57 +0.4%
FTDI
334
First Trust Direct Indexing
Massachusetts
$882K – – –
SAM
335
Smartleaf Asset Management
Massachusetts
$881K -$1.39K -25 -0.2%
PWM
336
Perigon Wealth Management
California
$881K -$445 -8 -0.1%
KeyBank National Association
337
KeyBank National Association
Ohio
$880K +$74K +1,330 +9%
PB
338
Pinnacle Bancorp
Nebraska
$857K -$153K -2,742 -15%
CB
339
Commerce Bank
Missouri
$854K -$1.67K -30 -0.2%
FWP
340
Falcon Wealth Planning
California
$853K -$56 -1 -0%
DAS
341
Dynamic Advisor Solutions
Arizona
$851K +$98.6K +1,772 +13%
MHFA
342
Mission Hills Financial Advisory
California
$839K +$839K +14,186 New
SOS
343
Silver Oak Securities
Tennessee
$829K +$320K +5,775 +63%
MPAM
344
Murphy Pohlad Asset Management
Minnesota
$829K – – –
UCFA
345
United Capital Financial Advisors
Texas
$824K +$445 +8 +0.1%
ASI
346
Advisory Services & Investments
Oregon
$820K -$33.5K -603 -4%
CIA
347
Capital Investment Advisors
Georgia
$814K – – –
WA
348
Waverly Advisors
Alabama
$808K -$36.4K -654 -4%
QCM
349
Quantinno Capital Management
New York
$808K +$808K +14,518 New
JWA
350
JFS Wealth Advisors
Pennsylvania
$786K -$408K -7,337 -34%
12 13
14
15 16