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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 %
CAMG
401
CWA Asset Management Group
Florida
$564K +$564K +10,134 New
PFP
402
Pinnacle Financial Partners
Tennessee
$561K – – –
CCFM
403
Clear Creek Financial Management
Washington
$561K +$11.1K +200 +2%
M&T Bank
404
M&T Bank
New York
$561K – – –
FPCP
405
Fort Point Capital Partners
California
$556K – – –
MCA
406
Magnolia Capital Advisors
Mississippi
$553K +$2K +36 +0.4%
HCM
407
Hutchinson Capital Management
California
$547K +$60.1K +1,080 +12%
FFN
408
Focus Financial Network
Minnesota
$537K +$180K +3,229 +50%
AWM
409
Arista Wealth Management
Nevada
$536K – – –
S
410
SignatureFD
Georgia
$535K – – –
FWM
411
Forza Wealth Management
Florida
$533K – – –
WFA
412
WMG Financial Advisors
Tennessee
$522K -$49.6K -892 -9%
SHGA
413
Sand Hill Global Advisors
California
$521K -$5.06K -91 -1%
WSFS
414
Wilmington Savings Fund Society
Delaware
$518K +$217K +3,908 +72%
BWA
415
Bordeaux Wealth Advisors
California
$514K +$98.5K +1,770 +24%
1WA
416
180 Wealth Advisors
Washington
$513K +$9.18K +165 +2%
WPC
417
Wedmont Private Capital
Pennsylvania
$508K -$336K -6,123 -40%
SAM
418
Secure Asset Management
Michigan
$506K – – –
CCWM
419
Correct Capital Wealth Management
Missouri
$503K – – –
MGWA
420
Monument Group Wealth Advisors
Massachusetts
$502K – – –
WP
421
Westmount Partners
California
$494K – – –
PFBT
422
Parkside Financial Bank & Trust
Missouri
$494K +$56 +1 +0%
TFS
423
Thoroughbred Financial Services
Tennessee
$491K – – –
FA
424
Fortis Advisors
Pennsylvania
$489K +$1.73K +31 +0.4%
BTI
425
Blue Trust Inc
Georgia
$488K -$4.67K -90 -0.9%
15 16
17
18 19