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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.

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 Market Value Shares Shares
Change 		Shares
Change %
GFPC
626
Global Financial Private Client
Florida
$4.45K 80 +30 +60%
IAIM
627
International Assets Investment Management
Florida
$2.31K 112,517 +112,517 New
CMP
628
Coston McIsaac & Partners
Maine
$79 1,437 +6 +0.4%
MFA
629
McClarren Financial Advisors
Pennsylvania
$10 2,005 +2,005 New
EFP
630
Elser Financial Planning
Indiana
– – -552,038 Closed
Renaissance Technologies
631
Renaissance Technologies
New York
– – -13,400 Closed
MSWM
632
McGlone Suttner Wealth Management
Wisconsin
– – -12,642 Closed
TI
633
Trexquant Investment
Connecticut
– – -12,164 Closed
T
634
TCWP
Ohio
– – -11,789 Closed
FFS
635
Founders Financial Securities
Maryland
– – -5,747 Closed
FTUS
636
Flow Traders U.S.
New York
– – -5,464 Closed
IA
637
IFG Advisors
Missouri
– – -4,871 Closed
SCM
638
Steele Capital Management
Iowa
– – -4,193 Closed
BFPW
639
BOK Financial Private Wealth
Colorado
– – -3,635 Closed
EC
640
EdgeRock Capital
Colorado
– – -2,098 Closed
IC
641
Innealta Capital
Texas
– – -879 Closed
VNA
642
Valley National Advisers
Pennsylvania
– – -828 Closed
VAG
643
VisionPoint Advisory Group
Texas
– – -471 Closed
AFS
644
Annapolis Financial Services
Maryland
– – -310 Closed
WIA
645
Wetzel Investment Advisors
Indiana
– – -200 Closed
CP
646
Castleview Partners
Texas
– – -176 Closed
SFA
647
Semmax Financial Advisors
North Carolina
– – -121 Closed
MSG
648
Main Street Group
Virginia
– – -84 Closed
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