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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 %
CWM
601
Curi Wealth Management
North Carolina
– -$940K -17,964 Closed
ARC
602
Advisor Resource Council
Texas
– -$679K -12,981 Closed
PIWA
603
Prevail Innovative Wealth Advisors
Kansas
– -$632K -12,078 Closed
FTUS
604
Flow Traders U.S.
New York
– -$563K -10,757 Closed
CAP
605
Columbia Advisory Partners
Washington
– -$557K -10,644 Closed
FIS
606
Fischer Investment Strategies
California
– -$528K -10,095 Closed
FIA
607
Foundations Investment Advisors
Arizona
– -$378K -7,434 Closed
CJFS
608
Coulter & Justus Financial Services
Tennessee
– -$382K -7,303 Closed
WANY
609
Wealthspire Advisors (New York)
New York
– -$303K -5,792 Closed
IIA
610
IPG Investment Advisors
California
– -$296K -5,648 Closed
Renaissance Technologies
611
Renaissance Technologies
New York
– -$288K -5,500 Closed
FWI
612
Facet Wealth Inc
Maryland
– -$272K -5,420 Closed
D.E. Shaw & Co
613
D.E. Shaw & Co
New York
– -$229K -4,378 Closed
FGAM
614
Financial Gravity Asset Management
Texas
– -$3.05M -4,294 Closed
NFA
615
Northern Financial Advisors
Michigan
– -$225K -4,293 Closed
Neuberger Berman Group
616
Neuberger Berman Group
New York
– -$217K -4,155 Closed
AIM
617
Acropolis Investment Management
Missouri
– -$203K -3,874 Closed
AC
618
AlphaCore Capital
California
– -$129K -2,456 Closed
ASN
619
Advisory Services Network
Georgia
– -$125K -2,394 Closed
EC
620
EdgeRock Capital
Colorado
– -$117K -2,305 Closed
CWP
621
Concord Wealth Partners
Virginia
– -$108K -2,073 Closed
MFA
622
McClarren Financial Advisors
Pennsylvania
– -$97K -1,850 Closed
TWM
623
Tradition Wealth Management
Minnesota
– -$50K -947 Closed
RCM
624
Richardson Capital Management
Wisconsin
– -$22K -420 Closed
JFA
625
JNBA Financial Advisors
Minnesota
– -$10.5K -200 Closed
22 23 24
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