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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 %
Wells Fargo
376
Wells Fargo
California
$602K +$145K +2,794 +32%
HWM
377
HB Wealth Management
Georgia
$601K -$15.6K -300 -3%
SSW
378
Stone Summit Wealth
Florida
$579K – – –
G
379
GenTrust
Florida
$575K – – –
ACA
380
Aptus Capital Advisors
Alabama
$574K -$4.98K -96 -0.9%
LWM
381
Lodestone Wealth Management
Washington
$573K +$77.9K +1,501 +16%
FOA
382
Five Oceans Advisors
California
$569K -$3.94K -76 -0.7%
IAN
383
Integrated Advisors Network
Texas
$556K -$1.35K -26 -0.2%
SFS
384
Strategic Financial Services
New York
$556K – – –
WF
385
WoodTrust Financial
Wisconsin
$552K – – –
GTAM
386
Global Trust Asset Management
Florida
$541K +$2.02K +39 +0.4%
LCM
387
Liberty Capital Management
Michigan
$535K – – –
WFA
388
WMG Financial Advisors
Tennessee
$533K -$191K -3,683 -26%
PFP
389
Paragon Financial Partners
California
$527K – – –
PFP
390
Pinnacle Financial Partners
Tennessee
$523K – – –
M&T Bank
391
M&T Bank
New York
$523K +$523K +10,077 New
D.E. Shaw & Co
392
D.E. Shaw & Co
New York
$522K +$522K +10,070 New
FPCP
393
Fort Point Capital Partners
California
$519K – – –
BTI
394
Blue Trust Inc
Georgia
$517K – – –
SAG
395
SageView Advisory Group
California
$514K +$256K +4,936 +99%
MCA
396
Magnolia Capital Advisors
Mississippi
$514K +$514K +9,908 New
CCFM
397
Clear Creek Financial Management
Washington
$512K -$341K -6,576 -40%
CF
398
Centaurus Financial
California
$503K +$17.9K +344 +4%
AWM
399
Arista Wealth Management
Nevada
$500K +$232K +4,473 +87%
S
400
SignatureFD
Georgia
$499K -$198K -3,816 -28%
14 15
16
17 18