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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 %
GCM
101
G2 Capital Management
Ohio
$14.1M +$129K +2,367 +0.9%
SP
102
Symmetry Partners
Connecticut
$14M +$2.27M +41,687 +19%
MAM
103
McLean Asset Management
Virginia
$13.6M -$218K -4,067 -2%
VWA
104
Visionary Wealth Advisors
Illinois
$12.9M -$3.97K -73 -0%
BPA
105
Beacon Pointe Advisors
California
$12.8M -$236K -4,344 -2%
EH
106
Equitable Holdings
New York
$12.6M +$879K +16,153 +7%
SFS
107
Summit Financial Strategies
Ohio
$12.4M +$1.89M +34,688 +18%
JPMorgan Chase & Co
108
JPMorgan Chase & Co
New York
$12.2M +$1.64M +30,093 +15%
RWM
109
Ruedi Wealth Management
Illinois
$12.2M -$32.7K -600 -0.3%
MFT
110
Moisand Fitzgerald Tamayo
Florida
$12M -$165K -3,035 -1%
EF
111
Empowered Funds
Pennsylvania
$11.9M +$11.9M +217,885 New
HNWA
112
Henrickson Nauta Wealth Advisors
Michigan
$11.7M +$649K +12,441 +6%
CW
113
Cook Wealth
North Carolina
$11.3M +$395K +7,595 +4%
SSB
114
Sandy Spring Bank
Maryland
$10.8M +$1.51M +27,777 +16%
SWA
115
ShankerValleau Wealth Advisors
Illinois
$10.4M +$60.2K +1,106 +0.6%
Betterment LLC
116
Betterment LLC
New York
$10.3M +$3.22M +59,124 +45%
KAS
117
Kestra Advisory Services
Texas
$10.2M +$929K +17,064 +10%
RSWM
118
Robertson Stephens Wealth Management
California
$10.2M -$595K -10,924 -6%
SWM
119
Spire Wealth Management
Virginia
$9.93M +$241K +4,422 +2%
AAM
120
Austin Asset Management
Texas
$9.57M -$281K -5,163 -3%
AL
121
Aspiriant LLC
California
$9.4M -$332K -6,106 -3%
RJA
122
Raymond James & Associates
Florida
$9.27M -$2.15M -39,538 -19%
AIS
123
American Investment Services
Massachusetts
$9.26M -$207K -3,809 -2%
LFGO
124
Legacy Financial Group (Oklahoma)
Oklahoma
$9.23M +$102K +1,883 +1%
VF
125
Vawter Financial
Ohio
$9.23M +$5.5K +101 +0.1%
3 4
5
6 7