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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 %
CTC
576
Central Trust Company
Missouri
$67.5K – – –
FCG
577
Financial Connections Group
California
$61K – – –
SS
578
Sunbelt Securities
Texas
$53.7K – – –
CT
579
Colonial Trust
South Carolina
$51.9K – – –
FDCP
580
Foster Dykema Cabot & Partners
Massachusetts
$50.6K – – –
CFS
581
CGC Financial Services
Oregon
$48.9K – – –
SN
582
Sittner & Nelson
Oregon
$48.7K – – –
IFS
583
Intelligent Financial Strategies
Minnesota
$46.5K – – –
IC
584
Innealta Capital
Texas
$45.6K +$45.6K +879 New
VNA
585
Valley National Advisers
Pennsylvania
$42K – – –
BCWM
586
Bartlett & Co Wealth Management
Ohio
$38.9K -$496K -9,560 -93%
ME
587
McIlrath & Eck
Washington
$37K +$10.2K +197 +38%
WP
588
WealthShield Partners
North Carolina
$36.9K +$21.2K +408 +134%
SC
589
Steph & Co
Wisconsin
$36.9K – – –
PA
590
Parallel Advisors
California
$32.1K +$20.7K +399 +182%
MWM
591
Mascoma Wealth Management
New Hampshire
$29.8K -$5.19K -100 -15%
BFA
592
BBJS Financial Advisors
Washington
$29.6K +$29.6K +570 New
TSMHT
593
Thurston Springer Miller Herd & Titak
Indiana
$28.2K +$28.2K +543 New
SRCM
594
Signature Resources Capital Management
California
$26.3K – – –
OLVIG
595
Oliver Lagore Vanvalin Investment Group
Michigan
$26.3K +$7.37K +142 +39%
VAG
596
VisionPoint Advisory Group
Texas
$24.4K +$21K +405 +614%
BF
597
BOK Financial
Oklahoma
$22.2K +$22.2K +428 New
AIC
598
Archer Investment Corporation
Indiana
$17.4K – – –
AFS
599
Annapolis Financial Services
Maryland
$16.1K – – –
BMC
600
Bear Mountain Capital
Washington
$15.5K – – –
22 23
24
25 26