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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 %
SCA
451
STALEY CAPITAL ADVISERS
Pennsylvania
$400K +$1.45K +26 +0.4%
DFC
452
DBK Financial Counsel
Ohio
$398K – – –
GP
453
Greenline Partners
New York
$397K +$1.39K +25 +0.4%
RPCA
454
Running Point Capital Advisors
California
$394K – – –
PTC
455
Private Trust Company
Ohio
$391K +$31.3K +563 +9%
PNC Financial Services Group
456
PNC Financial Services Group
Pennsylvania
$387K -$102K -1,832 -21%
SAG
457
SageView Advisory Group
California
$382K -$170K -3,054 -31%
SSC
458
Syverson Strege & Co
Iowa
$380K -$19.9K -358 -5%
SLT
459
St Louis Trust
Missouri
$376K – – –
RP
460
Rowlandmiller & Partners
Georgia
$375K – – –
RRCM
461
Rappaport Reiches Capital Management
Illinois
$373K -$307K -5,519 -45%
VFP
462
Verus Financial Partners
Virginia
$371K +$110 +2 +0%
VA
463
Valmark Advisers
Ohio
$371K +$110K +1,986 +42%
NG
464
NWK Group
California
$371K +$371K +6,664 New
D.E. Shaw & Co
465
D.E. Shaw & Co
New York
$366K -$194K -3,482 -35%
PCA
466
Prosperity Capital Advisors
Ohio
$363K -$127K -2,281 -26%
WS
467
Wedbush Securities
California
$362K +$8.33K +150 +2%
KCM
468
KM Capital Management
Texas
$356K -$19.4K -349 -5%
AFAS
469
Acorn Financial Advisory Services
Virginia
$356K – – –
IF
470
Intrua Financial
Texas
$354K – – –
CWA
471
Cascade Wealth Advisors
Washington
$353K – – –
HA
472
Hanover Advisors
South Carolina
$349K -$30.6K -550 -8%
Fisher Asset Management
473
Fisher Asset Management
Washington
$346K -$45.5K -818 -12%
WDL
474
Well Done LLC
Michigan
$339K +$5.56K +100 +2%
PP
475
PrairieView Partners
Minnesota
$339K -$2.5K -45 -0.7%
17 18
19
20 21