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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 %
CPA
76
Cardiff Park Advisors
California
$20.1M 361,837 +1,246 +0.3%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$20M 360,117 -65,886 -15%
EWA
78
Exencial Wealth Advisors
Oklahoma
$19.8M 355,409 +2,260 +0.6%
DEM
79
Disciplined Equity Management
Florida
$18.8M 338,358 -10,379 -3%
MML Investors Services
80
MML Investors Services
Massachusetts
$18.8M 337,187 +10,380 +3%
TFP
81
Triune Financial Partners
Kansas
$18.1M 324,777 +9,539 +3%
AWM
82
AE Wealth Management
Kansas
$18.1M 324,581 +32,507 +11%
QFA
83
Quantum Financial Advisors
California
$17.3M 310,114 -10,980 -3%
CWS
84
Confluence Wealth Services
Pennsylvania
$16.7M 299,748 +25,310 +9%
RCI
85
RS Crum Inc
California
$16.5M 295,752 +2,182 +0.7%
AP
86
Adero Partners
California
$16.3M 293,508 -3,481 -1%
RLWM
87
RF&L Wealth Management
Massachusetts
$16.3M 293,343 -2,438 -0.8%
SFS
88
Summit Financial Strategies
Ohio
$16M 287,772 +28,807 +11%
DWM
89
Dopkins Wealth Management
New York
$15.9M 285,643 -50,619 -15%
Truist Financial
90
Truist Financial
North Carolina
$15.8M 283,948 +5,522 +2%
LFP
91
Lakeshore Financial Planning
Michigan
$15.6M 280,282 -4,979 -2%
Financial Engines Advisors
92
Financial Engines Advisors
California
$15.4M 276,297 -99,647 -27%
NEPWA
93
New England Private Wealth Advisors
Massachusetts
$15.4M 275,991 -11,992 -4%
BWA
94
BlueSky Wealth Advisors
North Carolina
$15.3M 274,915 +16,035 +6%
KSWWM
95
Keyes Stange & Wooten Wealth Management
Florida
$15.3M 274,283 +4,006 +1%
LW
96
Libra Wealth
California
$15.2M 272,929 -5,653 -2%
GCM
97
G2 Capital Management
Ohio
$14.6M 262,717 -2,761 -1%
SWM
98
Sterling Wealth Management
Illinois
$14.5M 261,293 +75,983 +41%
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
$14.4M 259,750 +30,351 +13%
EH
100
Equitable Holdings
New York
$14.3M 257,562 +11,371 +5%
2 3
4
5 6