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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 %
IA
501
IFG Advisors
Missouri
$253K – – –
FIA
502
Foundations Investment Advisors
Arizona
$250K +$250K +4,828 New
IF
503
Ironwood Financial
Arizona
$249K – – –
EIG
504
Ellenbecker Investment Group
Wisconsin
$245K -$9.18K -177 -4%
VA
505
Valmark Advisers
Ohio
$243K +$50.8K +979 +26%
CCA
506
Clarity Capital Advisors
Florida
$242K +$985 +19 +0.4%
IWM
507
IHT Wealth Management
Illinois
$241K -$1.36M -26,230 -85%
SWM
508
SilverOak Wealth Management
Minnesota
$241K – – –
HG
509
Harbor Group
New Hampshire
$239K +$986 +19 +0.4%
SWP
510
Significant Wealth Partners
Illinois
$239K – – –
CIA
511
Concurrent Investment Advisors
Florida
$238K +$238K +4,585 New
TP
512
Tranquility Partners
Tennessee
$235K -$3.06K -59 -1%
RI
513
Ridgewood Investments
New Jersey
$235K +$622 +12 +0.3%
KFI
514
Key Financial Inc
Pennsylvania
$235K – – –
Brown Advisory
515
Brown Advisory
Maryland
$232K – – –
CWS
516
Cypress Wealth Services
California
$231K -$18.3K -352 -7%
ECG
517
Edge Capital Group
Georgia
$231K -$19.8K -382 -8%
CIBC Private Wealth Group
518
CIBC Private Wealth Group
Georgia
$231K -$47.4K -926 -17%
BB
519
Busey Bank
Illinois
$231K -$4.82K -93 -2%
CSPIA
520
Cary Street Partners Investment Advisory
Virginia
$230K +$230K +4,440 New
IA
521
IFP Advisors
Florida
$230K -$1.66K -32 -0.7%
CWR
522
Chico Wealth RIA
California
$226K – – –
MSWM
523
Mowery & Schoenfeld Wealth Management
Illinois
$226K – – –
TI
524
tru Independence
Oregon
$222K +$2.49K +48 +1%
AF
525
Advisornet Financial
Minnesota
$222K +$2.28K +44 +1%
19 20
21
22 23