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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 %
TWA
51
TCI Wealth Advisors
Arizona
$28.2M 507,493 -7,088 -1%
FG
52
Foster Group
Iowa
$28.2M 507,090 -11,096 -2%
BHWM
53
Beaird Harris Wealth Management
Texas
$28.1M 505,664 -10,495 -2%
EFA
54
Efficient Frontier Advisors
Connecticut
$28M 503,162 +4,478 +0.9%
CL
55
Choreo LLC
Illinois
$27.6M 503,211 -6,544 -1%
KAM
56
Kraft Asset Management
Tennessee
$26.3M 472,277 -2,202 -0.5%
W
57
WPWealth
Texas
$25.9M 465,986 +23,677 +5%
MWM
58
Meritas Wealth Management
California
$25.7M 461,944 -2,744 -0.6%
WG
59
Watchman Group
Texas
$25.6M 459,653 +1,668 +0.4%
PCI
60
Planning Center Inc
Illinois
$25.2M 453,546 +7,671 +2%
PFM
61
Phillips Financial Management
Indiana
$24.9M 448,471 +42,259 +10%
SIMC
62
Squire Investment Management Company
Utah
$24.7M 444,086 +2,126 +0.5%
UBS Group
63
UBS Group
Switzerland
$24.7M 443,467 +9,673 +2%
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$23.6M 423,518 +2,890 +0.7%
FCAS
65
First Command Advisory Services
Texas
$23.3M 418,286 +41,635 +11%
PWM
66
PBMares Wealth Management
Virginia
$23.1M 415,250 +24,195 +6%
MFWP
67
Mosaic Family Wealth Partners
Missouri
$22.9M 411,098 +24,118 +6%
THL
68
Tillman Hartley LLC
Colorado
$22.4M 403,133 +53,804 +15%
TWP
69
TFO Wealth Partners
Ohio
$22.2M 398,746 -17,886 -4%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$22M 394,902 -76,814 -16%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$22M 394,585 -4,617 -1%
CSIA
72
Conrad Siegel Investment Advisors
Pennsylvania
$21.6M 388,101 +667 +0.2%
LFA
73
Lauterbach Financial Advisors
Texas
$21.6M 387,692 -3,158 -0.8%
ACG
74
Allen Capital Group
Nebraska
$20.7M 372,406 -96 -0%
LFG
75
Larson Financial Group
Missouri
$20.3M 364,285 -19,036 -5%
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