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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 %
CWS
101
Confluence Wealth Services
Pennsylvania
$14.2M 274,438 +113,844 +71%
ALWM
102
Andrews Lucia Wealth Management
California
$14.2M 260,070 – –
KSWWM
103
Keyes Stange & Wooten Wealth Management
Florida
$14M 270,277 -3,464 -1%
GCM
104
G2 Capital Management
Ohio
$13.8M 265,478 +5,772 +2%
SFS
105
Summit Financial Strategies
Ohio
$13.4M 258,965 +31,408 +14%
BWA
106
BlueSky Wealth Advisors
North Carolina
$13.4M 258,880 -3,519 -1%
MAM
107
McLean Asset Management
Virginia
$13.1M 254,625 +144 +0.1%
EH
108
Equitable Holdings
New York
$12.8M 246,191 +14,142 +6%
CW
109
Cook Wealth
North Carolina
$12.7M 226,811 +10,016 +5%
VWA
110
Visionary Wealth Advisors
Illinois
$12.3M 236,432 +71 +0%
Betterment LLC
111
Betterment LLC
New York
$12.2M 235,744 +45,919 +24%
RWM
112
Ruedi Wealth Management
Illinois
$12.1M 232,579 +7,979 +4%
HNWA
113
Henrickson Nauta Wealth Advisors
Michigan
$12M 230,837 +7,366 +3%
JPMorgan Chase & Co
114
JPMorgan Chase & Co
New York
$11.9M 229,399 +4,447 +2%
SSB
115
Sandy Spring Bank
Maryland
$11.8M 227,219 +28,268 +14%
MFT
116
Moisand Fitzgerald Tamayo
Florida
$11.3M 218,411 -1,979 -0.9%
BPA
117
Beacon Pointe Advisors
California
$10.9M 209,410 -26,249 -11%
KAS
118
Kestra Advisory Services
Texas
$10.6M 203,915 +15,625 +8%
VPWA
119
Vestia Personal Wealth Advisors
Indiana
$10.4M 199,830 +199,830 New
SWA
120
ShankerValleau Wealth Advisors
Illinois
$9.93M 191,424 +883 +0.5%
RSWM
121
Robertson Stephens Wealth Management
California
$9.69M 186,873 -453 -0.2%
SWM
122
Sterling Wealth Management
Illinois
$9.61M 185,310 +23,520 +15%
SWM
123
Spire Wealth Management
Virginia
$9.31M 179,411 -3,031 -2%
AFG
124
Altiora Financial Group
Ohio
$9.3M 179,222 +19,416 +12%
FFG
125
Fiduciary Financial Group
California
$9.23M 163,841 +163,841 New
3 4
5
6 7