DFAT icon

Dimensional US Targeted Value ETF

596 hedge funds and large institutions have $7.75B invested in Dimensional US Targeted Value ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 225 increasing their positions, 202 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
8.64%
Holding in Top 10
90
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.22%
% of All Funds
1.3%
New
43
Increased
225
Reduced
202
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
401
Westmount Partners
California
$483K
PFBT
402
Parkside Financial Bank & Trust
Missouri
$483K -$17.8K -327 -4%
HWM
403
Hemington Wealth Management
Virginia
$482K -$89.3K -1,638 -16%
Wells Fargo
404
Wells Fargo
California
$480K +$71.5K +1,313 +18%
FA
405
Fortis Advisors
Pennsylvania
$475K +$925 +17 +0.2%
HPA
406
High Probability Advisors
New York
$472K +$472K +8,672 New
SOAG
407
Silver Oak Advisory Group
Oregon
$471K -$21.3K -391 -4%
1WA
408
180 Wealth Advisors
Washington
$469K +$27K +496 +6%
HCM
409
Hutchinson Capital Management
California
$469K +$32.7K +600 +7%
AQR Capital Management
410
AQR Capital Management
Connecticut
$467K
PCA
411
Prosperity Capital Advisors
Ohio
$466K +$39.3K +722 +9%
GA
412
Greenspring Advisors
Maryland
$465K
LIA
413
LBMC Investment Advisors
Tennessee
$460K +$490 +9 +0.1%
EF
414
Exeter Financial
Arizona
$448K +$900 +17 +0.2%
HA
415
Hanover Advisors
South Carolina
$437K +$28.3K +520 +7%
AWM
416
Axxcess Wealth Management
California
$435K +$67.5K +1,240 +18%
CIAS
417
Capital Investment Advisory Services
North Carolina
$434K -$80.1K -1,471 -16%
PNC Financial Services Group
418
PNC Financial Services Group
Pennsylvania
$431K +$300K +5,515 +229%
FS
419
Financial Symmetry
North Carolina
$427K +$47K +863 +12%
WPC
420
Wedmont Private Capital
Pennsylvania
$420K -$105K -1,960 -20%
MMA
421
Miracle Mile Advisors
California
$416K
GWA
422
Geometric Wealth Advisors
District of Columbia
$415K
MWC
423
MBM Wealth Consultants
Missouri
$413K
MFIM
424
Mesirow Financial Investment Management
Illinois
$410K +$708 +13 +0.2%
PWM
425
Perigon Wealth Management
California
$407K -$83.6K -1,536 -17%