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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
1
Pure Financial Advisors
California
$143M
2
Creative Planning
2
Creative Planning
Kansas
$739M
3
SW
3
Simplicity Wealth
New Jersey
$17.5M
4
SP
4
Symmetry Partners
Connecticut
$30.8M
5
EWA
5
EP Wealth Advisors
California
$80.9M

Top Sellers

1
FFM
1
Forum Financial Management
Illinois
$448M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$124M
3
EF
3
Empowered Funds
Pennsylvania
$0
4
IFA
4
Index Fund Advisors
California
$389M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$645M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
526
Ameriprise
Minnesota
$219K +$219K +4,218 New
GPW
527
Gentry Private Wealth
Kansas
$219K +$219K +4,216 New
CSIC
528
Clifford Swan Investment Counsel
California
$218K -$5.08K -98 -2%
PP
529
Pacifica Partners
Canada
$218K – – –
BCM
530
Brookstone Capital Management
Illinois
$218K -$76.9K -1,370 -26%
SCM
531
Steele Capital Management
Iowa
$217K – – –
FFM
532
Flagstone Financial Management
Nebraska
$213K – – –
GWM
533
GDS Wealth Management
Texas
$212K +$212K +4,090 New
CIA
534
Cladis Investment Advisory
Montana
$212K – – –
CWM
535
Core Wealth Management
Florida
$209K – – –
MAG
536
Mokosak Advisory Group
Iowa
$208K +$830 +16 +0.4%
DOA
537
D'Orazio & Associates
Virginia
$207K – – –
PFA
538
Pettinga Financial Advisors
Indiana
$205K – – –
FA
539
FF Advisors
California
$201K – – –
HSG
540
Helen Stephens Group
Texas
$200K – – –
Franklin Resources
541
Franklin Resources
California
$193K +$830 +16 +0.4%
CFGS
542
Concourse Financial Group Securities
Alabama
$190K – – –
TIM
543
Tortoise Investment Management
New York
$189K +$8.46K +163 +5%
BFPW
544
BOK Financial Private Wealth
Colorado
$189K – – –
FFA
545
Frazier Financial Advisors
Ohio
$186K – – –
PGAM
546
Princeton Global Asset Management
New Jersey
$185K – – –
William Blair & Company
547
William Blair & Company
Illinois
$181K -$10.2K -197 -5%
CIAS
548
Capital Investment Advisory Services
North Carolina
$175K -$239K -4,612 -58%
ACA
549
Atlas Capital Advisors
Wyoming
$171K – – –
CMBA
550
C.M. Bidwell & Associates
Hawaii
$165K – – –
20 21
22
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