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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
$143M
2
Creative Planning
Creative Planning
Kansas
$739M
3
SW
Simplicity Wealth
New Jersey
$17.5M
4
SP
Symmetry Partners
Connecticut
$30.8M
5
EWA
EP Wealth Advisors
California
$80.9M

Top Sellers

1
FFM
Forum Financial Management
Illinois
$448M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$124M
3
EF
Empowered Funds
Pennsylvania
$0
4
IFA
Index Fund Advisors
California
$389M
5
BSW
Buckingham Strategic Wealth
Missouri
$645M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
476
Vision Capital Management
Oregon
$296K – – –
CFO
477
Collective Family Office
Pennsylvania
$293K – – –
CA
478
Clearstead Advisors
Ohio
$291K – – –
WWM
479
Whalen Wealth Management
Nevada
$289K +$1.19K +23 +0.4%
YWM
480
Yoder Wealth Management
California
$287K – – –
KCM
481
Kathmere Capital Management
Pennsylvania
$285K +$285K +5,487 New
FTUS
482
Flow Traders U.S.
New York
$283K +$283K +5,464 New
ANB
483
Amarillo National Bank
Texas
$283K – – –
MWA
484
Midland Wealth Advisors
Illinois
$283K +$1.19K +23 +0.4%
WSFS
485
Wilmington Savings Fund Society
Delaware
$280K +$280K +5,400 New
AI
486
Accredited Investors
Minnesota
$278K +$278K +5,361 New
GA
487
Goldstein Advisors
Wisconsin
$275K – – –
Two Sigma Investments
488
Two Sigma Investments
New York
$275K -$290K -5,600 -51%
KFP
489
Keener Financial Planning
Texas
$273K – – –
SI
490
Stephens Inc
Arkansas
$272K -$1.1M -21,119 -80%
MSF
491
Mustard Seed Financial
Arkansas
$270K – – –
PC
492
Peavine Capital
Nevada
$269K – – –
TCM
493
Towneley Capital Management
California
$265K +$1.09K +21 +0.4%
SIC
494
SJS Investment Consulting
Ohio
$265K – – –
PA
495
Procyon Advisors
Connecticut
$263K – – –
LW
496
Linscomb Wealth
Texas
$260K – – –
OC
497
Oakworth Capital
Alabama
$259K – – –
QCM
498
QRG Capital Management
Illinois
$259K -$29.8K -574 -10%
FA
499
Financial Alternatives
California
$257K – – –
NP
500
NorthRock Partners
Minnesota
$254K +$1.5K +29 +0.6%
18 19
20
21 22