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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.

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 Market Value Shares Shares
Change 		Shares
Change %
GWWM
51
Great Waters Wealth Management
Minnesota
$27.5M 530,985 +60,079 +13%
AssetMark Inc
52
AssetMark Inc
California
$27M 520,273 +5,824 +1%
FG
53
Foster Group
Iowa
$26.9M 518,186 -6,471 -1%
BHWM
54
Beaird Harris Wealth Management
Texas
$26.8M 516,159 -29,893 -5%
TWA
55
TCI Wealth Advisors
Arizona
$26.7M 514,581 -10,406 -2%
EFP
56
EnRich Financial Partners
Wisconsin
$26.5M 510,802 +4,498 +0.9%
CL
57
Choreo LLC
Illinois
$26.2M 509,755 +580 +0.1%
EFA
58
Efficient Frontier Advisors
Connecticut
$25.9M 498,684 -73,543 -13%
KAM
59
Kraft Asset Management
Tennessee
$24.6M 474,479 -28,866 -6%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$24.5M 471,716 +43,701 +10%
MWM
61
Meritas Wealth Management
California
$24.1M 464,688 -7,163 -2%
WG
62
Watchman Group
Texas
$23.8M 457,985 +3,930 +0.9%
PCI
63
Planning Center Inc
Illinois
$23.1M 445,875 +6,624 +2%
W
64
WPWealth
Texas
$22.9M 442,309 +32,441 +8%
SIMC
65
Squire Investment Management Company
Utah
$22.9M 441,960 +1,444 +0.3%
UBS Group
66
UBS Group
Switzerland
$22.5M 433,794 +56,448 +15%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$22.1M 426,003 -7,551 -2%
Pathstone Holdings
68
Pathstone Holdings
New Jersey
$21.8M 420,628 -14,212 -3%
TWP
69
TFO Wealth Partners
Ohio
$21.6M 416,632 -6,588 -2%
PFM
70
Phillips Financial Management
Indiana
$21.1M 406,212 +26,679 +7%
LFA
71
Lauterbach Financial Advisors
Texas
$20.8M 390,850 -692 -0.2%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$20.7M 399,202 +16,026 +4%
PWM
73
PBMares Wealth Management
Virginia
$20.3M 391,055 +2,964 +0.8%
CSIA
74
Conrad Siegel Investment Advisors
Pennsylvania
$20.1M 387,434 -37,731 -9%
MFWP
75
Mosaic Family Wealth Partners
Missouri
$20.1M 386,980 +16,935 +5%
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