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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 %
MFWP
76
Mosaic Family Wealth Partners
Missouri
$20.1M +$2M +36,814 +11%
THL
77
Tillman Hartley LLC
Colorado
$19.2M -$291K -5,342 -1%
FCAS
78
First Command Advisory Services
Texas
$19M +$2.73M +50,106 +17%
DWM
79
Dopkins Wealth Management
New York
$18.8M +$1.11M +20,332 +6%
DEM
80
Disciplined Equity Management
Florida
$18.8M +$696K +12,783 +4%
CPA
81
Cardiff Park Advisors
California
$18.6M +$351K +6,443 +2%
QFA
82
Quantum Financial Advisors
California
$18.1M -$655K -12,034 -3%
MML Investors Services
83
MML Investors Services
Massachusetts
$17.4M +$2.4M +44,145 +16%
EWA
84
Exencial Wealth Advisors
Oklahoma
$17M +$13.4M +246,397 +377%
Financial Engines Advisors
85
Financial Engines Advisors
California
$16.9M +$16.3M +299,056 +2,776%
MG
86
Mather Group
Illinois
$16.7M -$41.8K -799 -0.2%
TFP
87
Triune Financial Partners
Kansas
$16.6M -$8.55K -157 -0.1%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$16.4M +$1.38M +25,313 +9%
AP
89
Adero Partners
California
$16.3M -$419K -7,700 -3%
RLWM
90
RF&L Wealth Management
Massachusetts
$16.2M -$160K -2,938 -1%
LW
91
Libra Wealth
California
$15.8M -$153K -2,808 -1%
NEPWA
92
New England Private Wealth Advisors
Massachusetts
$15.8M +$149K +2,740 +1%
LFP
93
Lakeshore Financial Planning
Michigan
$15.6M -$292K -5,369 -2%
RCI
94
RS Crum Inc
California
$15.4M -$30.9K -568 -0.2%
AWM
95
AE Wealth Management
Kansas
$14.9M +$981K +18,019 +7%
KSWWM
96
Keyes Stange & Wooten Wealth Management
Florida
$14.9M +$165K +3,034 +1%
CAG
97
Compass Advisory Group
New York
$14.9M +$344K +6,313 +2%
Truist Financial
98
Truist Financial
North Carolina
$14.3M +$1.59M +29,230 +12%
BWA
99
BlueSky Wealth Advisors
North Carolina
$14.3M +$297K +5,463 +2%
ALWM
100
Andrews Lucia Wealth Management
California
$14.2M +$16.4K +302 +0.1%
2 3
4
5 6