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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 %
HPA
426
High Probability Advisors
New York
$482K – – –
HWM
427
Hemington Wealth Management
Virginia
$481K -$1.86K -34 -0.4%
ASN
428
Advisory Services Network
Georgia
$477K – – –
GA
429
Greenspring Advisors
Maryland
$476K – – –
EF
430
Exeter Financial
Arizona
$474K +$1.72K +31 +0.4%
LIA
431
LBMC Investment Advisors
Tennessee
$473K +$946 +17 +0.2%
JSW
432
Journey Strategic Wealth
New Jersey
$468K +$468K +8,421 New
SOAG
433
Silver Oak Advisory Group
Oregon
$466K -$15.2K -273 -3%
LNWWM
434
Laird Norton Wetherby Wealth Management
California
$463K -$40.6K -729 -8%
MFIM
435
Mesirow Financial Investment Management
Illinois
$454K +$32.9K +592 +8%
SB
436
Strategic Blueprint
Georgia
$440K +$115K +2,067 +35%
MMA
437
Miracle Mile Advisors
California
$425K – – –
GWA
438
Geometric Wealth Advisors
District of Columbia
$424K – – –
MWC
439
MBM Wealth Consultants
Missouri
$422K – – –
PA
440
PFG Advisors
Arizona
$422K +$49.7K +894 +13%
GT
441
Greenleaf Trust
Michigan
$420K +$8.85K +159 +2%
QCM
442
QRG Capital Management
Illinois
$409K +$131K +2,357 +47%
HIA
443
HTG Investment Advisors
Connecticut
$408K – – –
MWM
444
Modern Wealth Management
Kansas
$406K +$406K +7,303 New
AC
445
AWM Capital
Arizona
$406K – – –
BBNB
446
Baker Boyer National Bank
Washington
$406K – – –
IC
447
IEQ Capital
California
$405K – – –
AWM
448
Axxcess Wealth Management
California
$404K -$41.6K -748 -9%
BAM
449
Belpointe Asset Management
Nevada
$401K – – –
FCA
450
Fortis Capital Advisors
Kansas
$401K – – –
16 17
18
19 20