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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 %
PA
476
Procyon Advisors
Connecticut
$276K – – –
LW
477
Linscomb Wealth
Texas
$273K +$273K +5,020 New
OC
478
Oakworth Capital
Alabama
$272K -$967K -17,760 -78%
SAG
479
SageView Advisory Group
California
$271K -$71.8K -1,320 -21%
FA
480
Financial Alternatives
California
$269K – – –
EIG
481
Ellenbecker Investment Group
Wisconsin
$267K -$15.6K -287 -6%
IA
482
IFG Advisors
Missouri
$265K +$265K +4,871 New
NP
483
NorthRock Partners
Minnesota
$265K +$6.1K +112 +2%
ECG
484
Edge Capital Group
Georgia
$263K +$263K +4,839 New
CWS
485
Cypress Wealth Services
California
$262K – – –
IF
486
Ironwood Financial
Arizona
$261K – – –
GFP
487
Gryphon Financial Partners
Ohio
$255K – – –
TRCT
488
Tower Research Capital (TRC)
New York
$253K +$253K +4,649 New
CCA
489
Clarity Capital Advisors
Florida
$253K +$544 +10 +0.2%
SWM
490
SilverOak Wealth Management
Minnesota
$252K – – –
SWP
491
Significant Wealth Partners
Illinois
$251K +$251K +4,611 New
TP
492
Tranquility Partners
Tennessee
$250K +$18.4K +338 +8%
HG
493
Harbor Group
New Hampshire
$250K -$66.4K -1,219 -21%
BB
494
Busey Bank
Illinois
$247K +$247K +4,546 New
KFI
495
Key Financial Inc
Pennsylvania
$246K – – –
RI
496
Ridgewood Investments
New Jersey
$246K +$327 +6 +0.1%
Qube Research & Technologies (QRT)
497
Qube Research & Technologies (QRT)
United Kingdom
$245K +$70.9K +1,303 +41%
Brown Advisory
498
Brown Advisory
Maryland
$243K +$243K +4,471 New
IA
499
IFP Advisors
Florida
$243K +$6.37K +117 +3%
CWR
500
Chico Wealth RIA
California
$237K +$237K +4,358 New
18 19
20
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