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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 %
IRC
576
Investors Research Corp
Georgia
$125K – – –
PCMC
577
Private Capital Management (Colorado)
Colorado
$124K – – –
CFFP
578
Center for Financial Planning
Michigan
$117K – – –
GWS
579
Glassman Wealth Services
Virginia
$114K – – –
HGA
580
Hobbs Group Advisors
South Carolina
$109K +$109K +1,968 New
NPP
581
New Potomac Partners
Maryland
$107K +$107K +1,928 New
CIR
582
Clear Investment Research
Georgia
$107K -$17.5K -314 -14%
CTC
583
Central Trust Company
Missouri
$99.1K +$26.8K +481 +37%
TCA
584
Trifecta Capital Advisors
Illinois
$84.1K – – –
CFO
585
CVA Family Office
Colorado
$83.2K – – –
GRP
586
Global Retirement Partners
California
$82.9K +$1.61K +29 +2%
BOC
587
Bull Oak Capital
California
$74.6K -$4.28K -77 -5%
PCA
588
Providence Capital Advisors
North Carolina
$73.9K – – –
CT
589
Colonial Trust
South Carolina
$71.1K +$15.5K +279 +28%
FCG
590
Financial Connections Group
California
$65K – – –
SL
591
Salomon & Ludwin
Virginia
$61.6K -$34.2K -614 -36%
HR
592
Howe & Rusling
New York
$61.2K +$61.2K +1,101 New
SS
593
Sunbelt Securities
Texas
$57.6K – – –
FDCP
594
Foster Dykema Cabot & Partners
Massachusetts
$54.3K – – –
CFS
595
CGC Financial Services
Oregon
$52.4K – – –
SN
596
Sittner & Nelson
Oregon
$52.2K – – –
HIIFS
597
Harel Insurance Investments & Financial Services
Israel
$47K +$47K +850 New
LIS
598
Legacy Investment Solutions
Idaho
$46.3K +$46.3K +784 New
LWMI
599
Legacy Wealth Management (Idaho)
Idaho
$46.3K +$46.3K +784 New
RDFA
600
Ritter Daniher Financial Advisory
Ohio
$46.3K -$26.7K -480 -37%
22 23
24
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