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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 %
AP
601
Aspect Partners
Virginia
$11.1K – – –
WIA
602
Wetzel Investment Advisors
Indiana
$10.9K – – –
PA
603
Pineridge Advisors
Missouri
$9.91K – – –
IWP
604
IAG Wealth Partners
Wisconsin
$9.8K – – –
CP
605
Castleview Partners
Texas
$9.13K +$415 +8 +5%
EWM
606
Evermay Wealth Management
Virginia
$8.82K – – –
SFA
607
Semmax Financial Advisors
North Carolina
$6.4K – – –
WWP
608
WR Wealth Planners
Missouri
$5.89K – – –
QC
609
Quent Capital
New York
$5.86K +$5.86K +113 New
CSC
610
Caldwell Sutter Capital
California
$5.81K – – –
CA
611
Continuum Advisory
Idaho
$5.29K – – –
MSG
612
Main Street Group
Virginia
$4.31K +$51 +1 +1%
SFC
613
Strategic Financial Concepts
Texas
$4.04K +$3.97K +225,063 +5,575%
GFPC
614
Global Financial Private Client
Florida
$2.59K +$2.59K +50 New
EF
615
Empowered Funds
Pennsylvania
– -$11.9M -217,885 Closed
Susquehanna International Group
616
Susquehanna International Group
Pennsylvania
– -$8.86M -162,775 Closed
Balyasny Asset Management
617
Balyasny Asset Management
Illinois
– -$8.13M -149,452 Closed
SWM
618
Soundmark Wealth Management
Washington
– -$4.31M -79,133 Closed
HIC
619
Hartline Investment Corp
Illinois
– -$4.12M -75,665 Closed
PFS
620
Prospera Financial Services
Texas
– -$3.2M -58,884 Closed
PGFC
621
Peapack-Gladstone Financial Corp
New Jersey
– -$943K -17,330 Closed
RWM
622
Revisor Wealth Management
Ohio
– -$560K -10,488 Closed
LNC
623
Lincoln National Corp
Pennsylvania
– -$320K -5,880 Closed
TRCT
624
Tower Research Capital (TRC)
New York
– -$253K -4,649 Closed
Qube Research & Technologies (QRT)
625
Qube Research & Technologies (QRT)
United Kingdom
– -$245K -4,503 Closed
22 23 24
25
26