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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 %
BB
526
Busey Bank
Illinois
$248K – – –
HG
527
Harbor Group
New Hampshire
$248K -$9.01K -162 -4%
MCM
528
Mattern Capital Management
Colorado
$245K +$245K +4,410 New
CWR
529
Chico Wealth RIA
California
$242K – – –
MSWM
530
Mowery & Schoenfeld Wealth Management
Illinois
$242K – – –
AF
531
Advisornet Financial
Minnesota
$240K +$2.39K +43 +1%
GAM
532
GEM Asset Management
Michigan
$239K -$92.7K -1,689 -28%
BAAM
533
Baker Avenue Asset Management
California
$235K +$235K +4,233 New
GPW
534
Gentry Private Wealth
Kansas
$235K +$779 +14 +0.3%
PP
535
Pacifica Partners
Canada
$235K – – –
CSIC
536
Clifford Swan Investment Counsel
California
$234K – – –
FFM
537
Flagstone Financial Management
Nebraska
$229K – – –
GWM
538
GDS Wealth Management
Texas
$228K – – –
CIA
539
Cladis Investment Advisory
Montana
$227K – – –
BCM
540
Brookstone Capital Management
Illinois
$227K +$11.2K +202 +5%
SFC
541
Strategic Financial Concepts
Texas
$225K -$12.5M -225,063 -98%
DOA
542
D'Orazio & Associates
Virginia
$222K – – –
SWP
543
Summit Wealth Partners
Florida
$221K +$221K +3,966 New
WANY
544
Wealthspire Advisors (New York)
New York
$220K +$220K +3,959 New
PFA
545
Pettinga Financial Advisors
Indiana
$220K – – –
FA
546
Financial Alternatives
California
$219K -$55.7K -1,002 -20%
HSG
547
Helen Stephens Group
Texas
$218K +$3.45K +62 +2%
MAG
548
Mokosak Advisory Group
Iowa
$217K -$5.79K -104 -3%
FA
549
FF Advisors
California
$217K – – –
NRW
550
Nova R Wealth
Kansas
$215K +$215K +3,858 New
20 21
22
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