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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 %
EW
426
Evoke Wealth
California
$410K -$214K -4,130 -34%
MMA
427
Miracle Mile Advisors
California
$397K – – –
GWA
428
Geometric Wealth Advisors
District of Columbia
$396K – – –
MFIM
429
Mesirow Financial Investment Management
Illinois
$393K +$1.45K +28 +0.4%
MWC
430
MBM Wealth Consultants
Missouri
$387K – – –
BWA
431
Bordeaux Wealth Advisors
California
$387K – – –
GT
432
Greenleaf Trust
Michigan
$384K +$156 +3 +0%
HIA
433
HTG Investment Advisors
Connecticut
$380K – – –
AC
434
AWM Capital
Arizona
$379K – – –
LWM
435
LongView Wealth Management
Georgia
$379K +$156K +3,000 +70%
BBNB
436
Baker Boyer National Bank
Washington
$378K -$92.5K -1,784 -20%
IC
437
IEQ Capital
California
$378K +$378K +7,286 New
FS
438
Financial Symmetry
North Carolina
$376K -$30.5K -588 -8%
BAM
439
Belpointe Asset Management
Nevada
$374K +$374K +7,211 New
FCA
440
Fortis Capital Advisors
Kansas
$374K +$374K +7,211 New
SSC
441
Syverson Strege & Co
Iowa
$373K +$56.8K +1,095 +18%
SCA
442
STALEY CAPITAL ADVISERS
Pennsylvania
$372K +$1.5K +29 +0.4%
DFC
443
DBK Financial Counsel
Ohio
$371K – – –
RPCA
444
Running Point Capital Advisors
California
$368K +$54.3K +1,047 +17%
GP
445
Greenline Partners
New York
$365K +$1.44K +28 +0.4%
Fisher Asset Management
446
Fisher Asset Management
Washington
$365K +$365K +7,039 New
FFN
447
Focus Financial Network
Minnesota
$361K +$128K +2,277 +55%
CWA
448
Cascade Wealth Advisors
Washington
$355K -$336K -6,004 -49%
HA
449
Hanover Advisors
South Carolina
$354K -$63.1K -1,216 -15%
SLT
450
St Louis Trust
Missouri
$351K – – –
16 17
18
19 20