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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 %
RTL
551
Red Tortoise LLC
Georgia
$165K – – –
RIL
552
Rothschild Investment LLC
Illinois
$162K +$162K +3,123 New
AWM
553
Angeles Wealth Management
California
$152K -$12.1K -234 -7%
SAM
554
S.A. Mason
Michigan
$147K – – –
National Bank of Canada
555
National Bank of Canada
Quebec, Canada
$145K – – –
CAS
556
Coppell Advisory Solutions
Texas
$133K +$133K +2,566 New
M
557
MOTCO
Texas
$122K – – –
HI
558
Harbour Investments
Wisconsin
$120K +$2.49K +48 +2%
UB
559
UMB Bank
Missouri
$117K – – –
IRC
560
Investors Research Corp
Georgia
$116K – – –
CIR
561
Clear Investment Research
Georgia
$116K +$3.06K +59 +3%
PCMC
562
Private Capital Management (Colorado)
Colorado
$116K – – –
ACA
563
American Capital Advisory
Idaho
$115K +$66K +1,261 +135%
PO
564
Private Ocean
California
$113K – – –
CFFP
565
Center for Financial Planning
Michigan
$109K – – –
EC
566
EdgeRock Capital
Colorado
$109K +$109K +2,098 New
GWS
567
Glassman Wealth Services
Virginia
$107K – – –
SL
568
Salomon & Ludwin
Virginia
$89.3K – – –
TCA
569
Trifecta Capital Advisors
Illinois
$78.4K – – –
CFO
570
CVA Family Office
Colorado
$77.5K -$575K -11,080 -88%
GRP
571
Global Retirement Partners
California
$75.8K -$467 -9 -0.6%
CMP
572
Coston McIsaac & Partners
Maine
$74K +$259 +5 +0.4%
BOC
573
Bull Oak Capital
California
$73.6K -$3.94K -76 -5%
PCA
574
Providence Capital Advisors
North Carolina
$68.9K – – –
RDFA
575
Ritter Daniher Financial Advisory
Ohio
$68.1K -$8.04K -155 -11%
21 22
23
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