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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
+$36.2M
2
Creative Planning
Creative Planning
Kansas
+$28.8M
3
SW
Simplicity Wealth
New Jersey
+$17.5M
4
SP
Symmetry Partners
Connecticut
+$17.4M
5
EWA
EP Wealth Advisors
California
+$12.6M

Top Sellers

1
FFM
Forum Financial Management
Illinois
-$23.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$16.6M
3
EF
Empowered Funds
Pennsylvania
-$11.9M
4
IFA
Index Fund Advisors
California
-$11.7M
5
BSW
Buckingham Strategic Wealth
Missouri
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFP
451
Verus Financial Partners
Virginia
$351K +$26.9K +518 +8%
KCM
452
KM Capital Management
Texas
$350K +$1.45K +28 +0.4%
RP
453
Rowlandmiller & Partners
Georgia
$350K – – –
PA
454
PFG Advisors
Arizona
$347K +$347K +6,695 New
PTC
455
Private Trust Company
Ohio
$336K -$2.33K -45 -0.7%
Empower Advisory Group
456
Empower Advisory Group
Colorado
$332K +$4.1K +79 +1%
AFAS
457
Acorn Financial Advisory Services
Virginia
$332K – – –
WS
458
Wedbush Securities
California
$330K -$3.11K -60 -0.9%
IF
459
Intrua Financial
Texas
$330K – – –
LFAS
460
Level Four Advisory Services
Texas
$320K +$320K +6,178 New
PP
461
PrairieView Partners
Minnesota
$319K -$16.8K -325 -5%
GAM
462
GEM Asset Management
Michigan
$314K +$622 +12 +0.2%
MCM
463
Mitchell Capital Management
Kansas
$313K – – –
GFP
464
Gryphon Financial Partners
Ohio
$311K +$68.4K +1,319 +28%
WDL
465
Well Done LLC
Michigan
$311K +$5.6K +108 +2%
HH
466
Hilltop Holdings
Texas
$309K – – –
DJSG
467
D.J. St. Germain
Massachusetts
$308K -$60.5K -1,166 -16%
Comerica Bank
468
Comerica Bank
Texas
$308K – – –
CFG
469
Citizens Financial Group
Rhode Island
$307K +$674 +13 +0.2%
TA
470
TFB Advisors
Kansas
$304K -$20K -385 -6%
SB
471
Strategic Blueprint
Georgia
$303K +$303K +5,837 New
GWM
472
Geneos Wealth Management
Colorado
$302K – – –
CWM
473
Castle Wealth Management
Florida
$301K – – –
FFS
474
Founders Financial Securities
Maryland
$298K – – –
BPWM
475
Black Point Wealth Management
Florida
$297K +$297K +5,720 New
17 18
19
20 21