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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

596 hedge funds and large institutions have $7.75B invested in Dimensional US Targeted Value ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 225 increasing their positions, 202 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
8.64%
Holding in Top 10
90
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.22%
% of All Funds
1.3%
New
43
Increased
225
Reduced
202
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$111M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$203M
3
CSIA
3
Conrad Siegel Investment Advisors
Pennsylvania
$23.1M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$16.9M
5
PFA
5
Pure Financial Advisors
California
$112M

Top Sellers

1
CCM
1
Carlson Capital Management
Minnesota
$4.99M
2
SC
2
Savant Capital
Illinois
$262M
3
MPM
3
MBB Public Markets
Illinois
$35.4M
4
VWA
4
Valued Wealth Advisors
Utah
$4.09M
5
Jane Street
5
Jane Street
New York
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
26
Sax Wealth Advisors
New Jersey
$48.7M +$10.2M +188,206 +27%
FMWA
27
Forvis Mazars Wealth Advisors
Missouri
$48.4M -$981K -18,023 -2%
MWM
28
Modera Wealth Management
New Jersey
$47.9M -$406K -7,462 -0.8%
BAM
29
Bayshore Asset Management
Florida
$47.9M -$759K -13,946 -2%
Bank of America
30
Bank of America
North Carolina
$47.9M +$76.6K +1,407 +0.2%
MWM
31
Merriman Wealth Management
Washington
$47.7M +$742K +13,625 +2%
EWM
32
Empirical Wealth Management
Washington
$46.6M +$403K +7,412 +0.9%
CPA
33
Capital Performance Advisors
California
$44.5M -$501K -9,207 -1%
MRWM
34
ML&R Wealth Management
Texas
$44.3M -$2.65M -48,699 -6%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$40.4M +$2.56M +46,958 +7%
SFA
36
Sequoia Financial Advisors
Ohio
$39.1M +$810K +14,886 +2%
LPL Financial
37
LPL Financial
California
$37.6M +$1.72M +31,653 +5%
SM
38
Sensible Money
Arizona
$36.5M +$1.54M +28,331 +4%
MWA
39
Monograph Wealth Advisors
California
$35.9M +$2.2M +40,334 +7%
MPM
40
MBB Public Markets
Illinois
$35.4M -$31.1M -571,879 -47%
HIGP
41
Hill Investment Group Partners
Missouri
$34.4M -$1.13M -20,710 -3%
KAM
42
KEB Asset Management
Illinois
$34.3M -$10.8K -199 -0%
JIC
43
Joel Isaacson & Co
New York
$34.2M +$1.52M +28,000 +5%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$32.3M -$1.98M -36,434 -6%
EFA
45
Efficient Frontier Advisors
Connecticut
$31.1M +$782K +14,360 +3%
Mariner
46
Mariner
Kansas
$30.2M +$4.44M +81,652 +17%
BHWM
47
Beaird Harris Wealth Management
Texas
$29.7M -$295K -5,412 -1%
TFM
48
TFC Financial Management
Massachusetts
$29.2M -$440K -8,088 -1%
FWM
49
FMFE Wealth Management
New York
$29M -$89.6K -1,646 -0.3%
TWA
50
TCI Wealth Advisors
Arizona
$28.6M -$746K -13,698 -3%
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