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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 %
FG
51
Foster Group
Iowa
$28.6M -$645K -11,856 -2%
Cerity Partners
52
Cerity Partners
New York
$28.1M +$499K +9,175 +2%
AssetMark Inc
53
AssetMark Inc
California
$28M +$338K +6,206 +1%
CL
54
Choreo LLC
Illinois
$27.7M -$711K -13,062 -3%
AF
55
Allworth Financial
California
$27.7M -$165K -3,032 -0.6%
EFP
56
EnRich Financial Partners
Wisconsin
$27.6M +$1.01M +18,517 +4%
KAM
57
Kraft Asset Management
Tennessee
$27.4M -$1.91M -35,151 -7%
MWM
58
Meritas Wealth Management
California
$25.7M -$250K -4,590 -1%
GWWM
59
Great Waters Wealth Management
Minnesota
$25.6M +$1.9M +34,856 +8%
WG
60
Watchman Group
Texas
$24.7M +$51.3K +942 +0.2%
SIMC
61
Squire Investment Management Company
Utah
$24M +$323K +5,930 +1%
PCI
62
Planning Center Inc
Illinois
$23.9M +$575K +10,561 +2%
Pathstone Holdings
63
Pathstone Holdings
New Jersey
$23.7M +$118K +2,174 +0.5%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$23.6M -$374K -6,871 -2%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$23.3M +$7.98M +146,579 +52%
CSIA
66
Conrad Siegel Investment Advisors
Pennsylvania
$23.1M +$22.3M +410,588 +2,817%
TWP
67
TFO Wealth Partners
Ohio
$23M -$478K -8,787 -2%
W
68
WPWealth
Texas
$22.3M +$1.15M +21,185 +5%
LFA
69
Lauterbach Financial Advisors
Texas
$21.3M -$1.71M -31,479 -7%
PWM
70
PBMares Wealth Management
Virginia
$21.1M -$281K -5,155 -1%
LFG
71
Larson Financial Group
Missouri
$21M -$311K -5,712 -1%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$20.9M +$1M +18,386 +5%
PFM
73
Phillips Financial Management
Indiana
$20.7M +$1.2M +22,013 +6%
UBS Group
74
UBS Group
Switzerland
$20.5M +$1.7M +31,249 +9%
ACG
75
Allen Capital Group
Nebraska
$20.3M +$6.02M +110,628 +42%
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