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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 %
LFG
76
Larson Financial Group
Missouri
$19.9M 383,321 -2,856 -0.7%
FCAS
77
First Command Advisory Services
Texas
$19.5M 376,651 +28,118 +8%
Financial Engines Advisors
78
Financial Engines Advisors
California
$19.5M 375,944 +66,115 +21%
ACG
79
Allen Capital Group
Nebraska
$19.3M 372,502 -997 -0.3%
CPA
80
Cardiff Park Advisors
California
$18.7M 360,591 +19,316 +6%
EWA
81
Exencial Wealth Advisors
Oklahoma
$18.3M 353,149 +41,331 +13%
THL
82
Tillman Hartley LLC
Colorado
$18.1M 349,329 -2,989 -0.8%
DEM
83
Disciplined Equity Management
Florida
$18.1M 348,737 +3,630 +1%
SW
84
Simplicity Wealth
New Jersey
$17.5M 336,453 +336,453 New
DWM
85
Dopkins Wealth Management
New York
$17.4M 336,262 -9,045 -3%
MG
86
Mather Group
Illinois
$17.4M 319,443 -500 -0.2%
MML Investors Services
87
MML Investors Services
Massachusetts
$17M 326,807 +6,644 +2%
QFA
88
Quantum Financial Advisors
California
$16.7M 321,094 -10,908 -3%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$16.5M 317,896 +16,337 +5%
TFP
90
Triune Financial Partners
Kansas
$16.4M 315,238 +9,466 +3%
AP
91
Adero Partners
California
$15.4M 296,989 -3,311 -1%
RLWM
92
RF&L Wealth Management
Massachusetts
$15.3M 295,781 -2,604 -0.9%
RCI
93
RS Crum Inc
California
$15.2M 293,570 +9,766 +3%
AWM
94
AE Wealth Management
Kansas
$15.1M 292,074 +18,190 +7%
NEPWA
95
New England Private Wealth Advisors
Massachusetts
$14.9M 287,983 -2,442 -0.8%
LFP
96
Lakeshore Financial Planning
Michigan
$14.8M 285,261 -2,048 -0.7%
SIS
97
Strategic Investment Solutions
Illinois
$14.6M 256,630 +256,630 New
LW
98
Libra Wealth
California
$14.5M 278,582 -12,362 -4%
Truist Financial
99
Truist Financial
North Carolina
$14.4M 278,426 +14,895 +6%
CAG
100
Compass Advisory Group
New York
$14.3M 275,744 +2,182 +0.8%
2 3
4
5 6