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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 %
CAM
376
CPA Asset Management
Florida
$664K – – –
CFG
377
Clayton Financial Group
Missouri
$659K -$66.6K -1,197 -9%
Janney Montgomery Scott
378
Janney Montgomery Scott
Pennsylvania
$659K +$890 +16 +0.1%
RIP
379
RAM Investment Partners
Washington
$658K – – –
NCM
380
NCM Capital Management
New Jersey
$657K +$1.84K +33 +0.3%
FWCM
381
Ferguson Wellman Capital Management
Oregon
$656K – – –
CIBC Private Wealth Group
382
CIBC Private Wealth Group
Georgia
$645K +$394K +7,087 +157%
LWM
383
LongView Wealth Management
Georgia
$645K +$239K +4,300 +59%
HWM
384
HB Wealth Management
Georgia
$644K – – –
EA
385
Eclectic Associates
California
$639K +$639K +11,480 New
SSW
386
Stone Summit Wealth
Florida
$638K +$17.4K +313 +3%
Bank of New York Mellon
387
Bank of New York Mellon
New York
$629K -$296K -5,312 -32%
G
388
GenTrust
Florida
$616K – – –
ACA
389
Aptus Capital Advisors
Alabama
$611K -$5.01K -90 -0.8%
FOA
390
Five Oceans Advisors
California
$604K -$6.29K -113 -1%
FS
391
Financial Symmetry
North Carolina
$598K +$195K +3,502 +48%
IAN
392
Integrated Advisors Network
Texas
$596K -$334 -6 -0.1%
SFS
393
Strategic Financial Services
New York
$596K – – –
WF
394
WoodTrust Financial
Wisconsin
$592K – – –
GTAM
395
Global Trust Asset Management
Florida
$586K +$6.73K +121 +1%
CF
396
Centaurus Financial
California
$581K +$42.5K +764 +8%
Empower Advisory Group
397
Empower Advisory Group
Colorado
$581K +$224K +4,030 +63%
Lido Advisors
398
Lido Advisors
California
$576K +$97.3K +1,749 +20%
LCM
399
Liberty Capital Management
Michigan
$573K – – –
PFP
400
Paragon Financial Partners
California
$565K – – –
14 15
16
17 18