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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 %
PMFA
351
Plante Moran Financial Advisors
Michigan
$778K – – –
BTWM
352
Baker Tilly Wealth Management
Wisconsin
$775K – – –
SFM
353
Signet Financial Management
New Jersey
$759K +$278 +5 +0%
OSAM
354
O'Shaughnessy Asset Management
Connecticut
$756K +$53K +946 +8%
RFA
355
Rollins Financial Advisors
New York
$744K -$118K -2,120 -14%
OW
356
Olistico Wealth
Oklahoma
$738K -$32.9K -591 -4%
AWE
357
Avidian Wealth Enterprises
Texas
$735K +$56 +1 +0%
VW
358
Vance Wealth
California
$729K +$44.6K +802 +7%
ACA
359
American Capital Advisory
Idaho
$729K +$607K +10,906 +497%
USCWA
360
U.S. Capital Wealth Advisors
Texas
$721K – – –
P
361
&Partners
Tennessee
$714K +$714K +12,831 New
BWS
362
BCR Wealth Strategies
Alabama
$712K -$5.4K -97 -0.8%
AWM
363
Apollon Wealth Management
South Carolina
$707K -$81.7K -1,468 -10%
WT
364
Whittier Trust
California
$704K +$389 +7 +0.1%
Susquehanna International Group
365
Susquehanna International Group
Pennsylvania
$702K +$702K +12,622 New
AWS
366
Atria Wealth Solutions
New York
$700K -$13.4K -240 -2%
LWM
367
Lodestone Wealth Management
Washington
$700K +$85.4K +1,536 +14%
CAM
368
Clark Asset Management
New Hampshire
$684K -$2.45K -44 -0.4%
GCIM
369
Gunn & Company Investment Management
Florida
$683K – – –
CPSAC
370
Chas P. Smith & Associates (CPS)
Florida
$683K – – –
DWT
371
Dorsey & Whitney Trust
South Dakota
$682K – – –
IFWM
372
Institute for Wealth Management
Colorado
$678K -$1.06K -19 -0.2%
MOS
373
MGO One Seven
Ohio
$673K – – –
EW
374
Evoke Wealth
California
$670K +$230K +4,130 +52%
WT
375
Washington Trust
Rhode Island
$667K – – –
13 14
15
16 17