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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 %
PC
501
Peavine Capital
Nevada
$289K – – –
TCM
502
Towneley Capital Management
California
$286K +$1K +18 +0.4%
SIC
503
SJS Investment Consulting
Ohio
$285K – – –
PA
504
Procyon Advisors
Connecticut
$282K – – –
FIA
505
Foundations Investment Advisors
Arizona
$280K +$11.6K +209 +4%
LW
506
Linscomb Wealth
Texas
$279K – – –
OC
507
Oakworth Capital
Alabama
$278K – – –
Ameriprise
508
Ameriprise
Minnesota
$278K +$43.3K +778 +18%
Jane Street
509
Jane Street
New York
$277K -$1.73M -31,115 -86%
AIP
510
Ameritas Investment Partners
Nebraska
$273K +$273K +4,906 New
TP
511
Tranquility Partners
Tennessee
$273K +$20.1K +362 +8%
EIG
512
Ellenbecker Investment Group
Wisconsin
$263K +$389 +7 +0.1%
CCA
513
Clarity Capital Advisors
Florida
$260K +$890 +16 +0.3%
IWM
514
IHT Wealth Management
Illinois
$259K +$890 +16 +0.3%
SWM
515
SilverOak Wealth Management
Minnesota
$258K – – –
SWP
516
Significant Wealth Partners
Illinois
$257K – – –
CIA
517
Concurrent Investment Advisors
Florida
$256K +$556 +10 +0.2%
RI
518
Ridgewood Investments
New Jersey
$252K +$612 +11 +0.2%
KFI
519
Key Financial Inc
Pennsylvania
$252K – – –
IA
520
IFP Advisors
Florida
$250K +$3.67K +66 +1%
TI
521
tru Independence
Oregon
$250K +$12.1K +217 +5%
TIM
522
Tortoise Investment Management
New York
$250K +$47.6K +855 +24%
DJSG
523
D.J. St. Germain
Massachusetts
$249K -$80.7K -1,450 -24%
Brown Advisory
524
Brown Advisory
Maryland
$249K – – –
ECG
525
Edge Capital Group
Georgia
$248K – – –
19 20
21
22 23