DFAT icon

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 %
FA
551
Fiduciary Alliance
South Carolina
$213K +$213K +3,835 New
ATC
552
Argent Trust Co
Tennessee
$212K +$212K +3,808 New
CWM
553
Core Wealth Management
Florida
$209K – – –
Franklin Resources
554
Franklin Resources
California
$209K +$784 +14 +0.4%
RJT
555
Raymond James Trust
Florida
$208K +$208K +3,747 New
UWM
556
USAdvisors Wealth Management
Minnesota
$208K +$208K +3,762 New
CWS
557
Cypress Wealth Services
California
$205K -$43.4K -781 -18%
CFGS
558
Concourse Financial Group Securities
Alabama
$204K – – –
IF
559
Ironwood Financial
Arizona
$203K -$63.9K -1,148 -24%
FFA
560
Frazier Financial Advisors
Ohio
$200K – – –
PGAM
561
Princeton Global Asset Management
New Jersey
$198K – – –
William Blair & Company
562
William Blair & Company
Illinois
$196K +$2.11K +38 +1%
ACA
563
Atlas Capital Advisors
Wyoming
$183K – – –
CMBA
564
C.M. Bidwell & Associates
Hawaii
$177K – – –
RTL
565
Red Tortoise LLC
Georgia
$177K – – –
RIL
566
Rothschild Investment LLC
Illinois
$174K – – –
NP
567
NorthRock Partners
Minnesota
$167K -$105K -1,889 -39%
SAM
568
S.A. Mason
Michigan
$157K – – –
National Bank of Canada
569
National Bank of Canada
Quebec, Canada
$157K – – –
CIAS
570
Capital Investment Advisory Services
North Carolina
$153K -$34.8K -626 -19%
AWM
571
Angeles Wealth Management
California
$152K -$10.6K -191 -7%
CAS
572
Coppell Advisory Solutions
Texas
$134K -$7.88K -142 -6%
M
573
MOTCO
Texas
$131K – – –
HI
574
Harbour Investments
Wisconsin
$129K +$223 +4 +0.2%
UB
575
UMB Bank
Missouri
$125K – – –
21 22
23
24 25