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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
Pure Financial Advisors
California
$143M
2
Creative Planning
Creative Planning
Kansas
$739M
3
SW
Simplicity Wealth
New Jersey
$17.5M
4
SP
Symmetry Partners
Connecticut
$30.8M
5
EWA
EP Wealth Advisors
California
$80.9M

Top Sellers

1
FFM
Forum Financial Management
Illinois
$448M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$124M
3
EF
Empowered Funds
Pennsylvania
$0
4
IFA
Index Fund Advisors
California
$389M
5
BSW
Buckingham Strategic Wealth
Missouri
$645M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
351
Renaissance Technologies
New York
$695K +$695K +13,400 New
AWE
352
Avidian Wealth Enterprises
Texas
$685K +$16.3K +314 +2%
USCWA
353
U.S. Capital Wealth Advisors
Texas
$672K -$11.6K -223 -2%
BWS
354
BCR Wealth Strategies
Alabama
$669K -$934 -18 -0.1%
AWS
355
Atria Wealth Solutions
New York
$665K -$2.18K -42 -0.3%
MSWM
356
McGlone Suttner Wealth Management
Wisconsin
$662K +$126K +2,400 +23%
WT
357
Whittier Trust
California
$656K +$467 +9 +0.1%
OSAM
358
O'Shaughnessy Asset Management
Connecticut
$651K -$25.9K -500 -4%
CAM
359
Clark Asset Management
New Hampshire
$640K +$571 +11 +0.1%
VW
360
Vance Wealth
California
$638K +$2.33K +45 +0.4%
GCIM
361
Gunn & Company Investment Management
Florida
$636K – – –
CPSAC
362
Chas P. Smith & Associates (CPS)
Florida
$636K – – –
DWT
363
Dorsey & Whitney Trust
South Dakota
$635K -$8.25K -159 -1%
RRCM
364
Rappaport Reiches Capital Management
Illinois
$634K +$1.45K +28 +0.2%
IFWM
365
Institute for Wealth Management
Colorado
$633K +$986 +19 +0.2%
TI
366
Trexquant Investment
Connecticut
$631K +$631K +12,164 New
MOS
367
MGO One Seven
Ohio
$627K – – –
WT
368
Washington Trust
Rhode Island
$622K +$622K +11,993 New
CAM
369
CPA Asset Management
Florida
$619K -$150K -2,895 -20%
SAM
370
Sequent Asset Management
Texas
$615K +$615K +11,864 New
Janney Montgomery Scott
371
Janney Montgomery Scott
Pennsylvania
$614K +$7.73K +149 +1%
RIP
372
RAM Investment Partners
Washington
$613K -$5.71K -110 -0.9%
T
373
TCWP
Ohio
$611K – – –
FWCM
374
Ferguson Wellman Capital Management
Oregon
$611K – – –
NCM
375
NCM Capital Management
New Jersey
$611K +$1.92K +37 +0.3%
13 14
15
16 17