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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 %
FWM
401
Forza Wealth Management
Florida
$497K – – –
SHGA
402
Sand Hill Global Advisors
California
$490K – – –
1WA
403
180 Wealth Advisors
Washington
$483K +$23.2K +435 +5%
ASN
404
Advisory Services Network
Georgia
$477K +$477K +9,203 New
SOS
405
Silver Oak Securities
Tennessee
$476K -$4.67K -90 -1%
SAM
406
Secure Asset Management
Michigan
$472K – – –
Fifth Third Bancorp
407
Fifth Third Bancorp
Ohio
$471K +$5.86K +113 +1%
LNWWM
408
Laird Norton Wetherby Wealth Management
California
$469K – – –
CCWM
409
Correct Capital Wealth Management
Missouri
$469K – – –
MGWA
410
Monument Group Wealth Advisors
Massachusetts
$468K -$28.6K -551 -6%
PFBT
411
Parkside Financial Bank & Trust
Missouri
$460K +$52 +1 +0%
HWM
412
Hemington Wealth Management
Virginia
$458K – – –
TFS
413
Thoroughbred Financial Services
Tennessee
$458K +$140K +2,705 +44%
PCA
414
Prosperity Capital Advisors
Ohio
$457K +$12.5K +241 +3%
WP
415
Westmount Partners
California
$456K – – –
PNC Financial Services Group
416
PNC Financial Services Group
Pennsylvania
$456K +$44.8K +863 +11%
HCM
417
Hutchinson Capital Management
California
$454K +$7.16K +138 +2%
FA
418
Fortis Advisors
Pennsylvania
$454K +$1.87K +36 +0.4%
HPA
419
High Probability Advisors
New York
$450K – – –
SOAG
420
Silver Oak Advisory Group
Oregon
$448K – – –
Lido Advisors
421
Lido Advisors
California
$447K +$89.6K +1,728 +25%
GA
422
Greenspring Advisors
Maryland
$443K – – –
EF
423
Exeter Financial
Arizona
$440K +$1.76K +34 +0.4%
LIA
424
LBMC Investment Advisors
Tennessee
$440K +$1.04K +20 +0.2%
AWM
425
Axxcess Wealth Management
California
$415K +$1.35K +26 +0.3%
15 16
17
18 19