Dimensional US Targeted Value ETF
DFAT
DFAT
615 hedge funds and large institutions have $7.55B invested in Dimensional US Targeted Value ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 237 increasing their positions, 193 reducing their positions, and 26 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
0.59% less ownership
Funds ownership: 77.27% → 76.68% (-0.59%)
3% less capital invested
Capital invested by funds: $7.76B → $7.55B (-$217M)
Holders
615
Holding in Top 10
91
Calls
–
Puts
–
Top Buyers
| 1 | +$36.2M | |
| 2 | +$28.8M | |
| 3 | +$17.5M | |
| 4 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
+$17.4M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$12.6M |
Top Sellers
| 1 | -$23.7M | |
| 2 | -$16.6M | |
| 3 | -$11.9M | |
| 4 |
IFA
Index Fund Advisors
Irvine,
California
|
-$11.7M |
| 5 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$10.8M |