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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 %
MCM
476
Mitchell Capital Management
Kansas
$336K – – –
GFP
477
Gryphon Financial Partners
Ohio
$334K – – –
LFAS
478
Level Four Advisory Services
Texas
$331K -$7.06K -129 -2%
SAM
479
Sequent Asset Management
Texas
$330K -$330K -5,932 -50%
Comerica Bank
480
Comerica Bank
Texas
$330K – – –
CFG
481
Citizens Financial Group
Rhode Island
$330K -$167 -3 -0.1%
CWM
482
Castle Wealth Management
Florida
$323K – – –
CSPIA
483
Cary Street Partners Investment Advisory
Virginia
$319K +$71.8K +1,290 +29%
BPWM
484
Black Point Wealth Management
Florida
$318K – – –
VCM
485
Vision Capital Management
Oregon
$317K – – –
CFO
486
Collective Family Office
Pennsylvania
$315K – – –
GWM
487
Geneos Wealth Management
Colorado
$314K -$10.6K -191 -3%
CA
488
Clearstead Advisors
Ohio
$312K – – –
WWM
489
Whalen Wealth Management
Nevada
$311K +$1.11K +20 +0.4%
TA
490
TFB Advisors
Kansas
$308K -$17.4K -312 -5%
YWM
491
Yoder Wealth Management
California
$308K – – –
KCM
492
Kathmere Capital Management
Pennsylvania
$305K – – –
MWA
493
Midland Wealth Advisors
Illinois
$304K +$1.06K +19 +0.3%
ANB
494
Amarillo National Bank
Texas
$303K – – –
GA
495
Goldstein Advisors
Wisconsin
$295K – – –
KFP
496
Keener Financial Planning
Texas
$293K – – –
AI
497
Accredited Investors
Minnesota
$291K -$6.95K -125 -2%
SI
498
Stephens Inc
Arkansas
$291K -$1K -18 -0.3%
HH
499
Hilltop Holdings
Texas
$291K -$40.3K -724 -12%
MSF
500
Mustard Seed Financial
Arkansas
$290K – – –
18 19
20
21 22