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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 %
IFS
601
Intelligent Financial Strategies
Minnesota
$41.8K -$8.01K -144 -16%
BCWM
602
Bartlett & Co Wealth Management
Ohio
$41.7K – – –
TC
603
Truvestments Capital
Florida
$40.3K +$40.3K +725 New
ME
604
McIlrath & Eck
Washington
$39.7K +$56 +1 +0.1%
WP
605
WealthShield Partners
North Carolina
$39.6K – – –
SC
606
Steph & Co
Wisconsin
$39.6K – – –
MWM
607
Mascoma Wealth Management
New Hampshire
$32K – – –
IHWM
608
Iron Horse Wealth Management
Iowa
$31.9K +$31.9K +574 New
BFA
609
BBJS Financial Advisors
Washington
$31.8K +$111 +2 +0.4%
OLVIG
610
Oliver Lagore Vanvalin Investment Group
Michigan
$31.7K +$3.51K +63 +12%
TSMHT
611
Thurston Springer Miller Herd & Titak
Indiana
$30.2K – – –
PA
612
Parallel Advisors
California
$30.1K -$4.28K -77 -12%
SRCM
613
Signature Resources Capital Management
California
$28.2K – – –
BF
614
BOK Financial
Oklahoma
$23.3K – – –
AIC
615
Archer Investment Corporation
Indiana
$18.6K – – –
BMC
616
Bear Mountain Capital
Washington
$16.1K – – –
AP
617
Aspect Partners
Virginia
$11.5K -$445 -8 -4%
PA
618
Pineridge Advisors
Missouri
$10.7K +$56 +1 +0.5%
IWP
619
IAG Wealth Partners
Wisconsin
$10.5K – – –
EWM
620
Evermay Wealth Management
Virginia
$9.46K – – –
OC
621
Oarsman Capital
Wisconsin
$7.45K +$7.45K +134 New
WWP
622
WR Wealth Planners
Missouri
$6.34K +$56 +1 +0.9%
QC
623
Quent Capital
New York
$6.29K – – –
CSC
624
Caldwell Sutter Capital
California
$6.23K – – –
CA
625
Continuum Advisory
Idaho
$5.98K – – –
22 23 24
25
26