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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

596 hedge funds and large institutions have $7.75B invested in Dimensional US Targeted Value ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 225 increasing their positions, 202 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
8.64%
Holding in Top 10
90
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.22%
% of All Funds
1.3%
New
43
Increased
225
Reduced
202
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$111M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$203M
3
CSIA
3
Conrad Siegel Investment Advisors
Pennsylvania
$23.1M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$16.9M
5
PFA
5
Pure Financial Advisors
California
$112M

Top Sellers

1
CCM
1
Carlson Capital Management
Minnesota
$4.99M
2
SC
2
Savant Capital
Illinois
$262M
3
MPM
3
MBB Public Markets
Illinois
$35.4M
4
VWA
4
Valued Wealth Advisors
Utah
$4.09M
5
Jane Street
5
Jane Street
New York
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
576
Annapolis Financial Services
Maryland
$16.9K -$4.06M -74,627 -100%
WP
577
WealthShield Partners
North Carolina
$16.5K – – –
BMC
578
Bear Mountain Capital
Washington
$14.5K – – –
PA
579
Parallel Advisors
California
$11.9K – – –
AP
580
Aspect Partners
Virginia
$11.6K – – –
PA
581
Pineridge Advisors
Missouri
$10.4K – – –
IWP
582
IAG Wealth Partners
Wisconsin
$10.3K – – –
WIA
583
Wetzel Investment Advisors
Indiana
$10.1K – – –
EWM
584
Evermay Wealth Management
Virginia
$9.25K – – –
HR
585
Howe & Rusling
New York
$9.25K +$9.25K +170 New
CP
586
Castleview Partners
Texas
$9.14K – – –
FWP
587
FAS Wealth Partners
Kansas
$7.4K +$7.4K +136 New
SFA
588
Semmax Financial Advisors
North Carolina
$6.47K +$53 +1 +0.8%
WWP
589
WR Wealth Planners
Missouri
$6.15K +$6.15K +113 New
CSC
590
Caldwell Sutter Capital
California
$6.1K – – –
CA
591
Continuum Advisory
Idaho
$5.48K +$5.48K +102 New
MSG
592
Main Street Group
Virginia
$4.5K – – –
LF
593
LifeSteps Financial
California
$4.25K +$4.25K +78 New
VAG
594
VisionPoint Advisory Group
Texas
$3.59K +$3.59K +66 New
SIC
595
Salem Investment Counselors
North Carolina
$2.72K – – –
WF
596
WoodTrust Financial
Wisconsin
$580 -$19 -345 -3%
GI
597
Gradient Investments
Minnesota
$7 -$17.7K -339 Closed
Thrivent Financial for Lutherans
598
Thrivent Financial for Lutherans
Minnesota
– -$2.7M -51,549 Closed
HWM
599
HFG Wealth Management
Texas
– -$1.69M -32,289 Closed
TWP
600
Tempus Wealth Planning
California
– -$1.63M -31,173 Closed
22 23
24
25 26