DFAT icon

Dimensional US Targeted Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
OC
126
Oppenheimer & Co
New York
$8.98M +$403K +7,412 +5%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$8.86M -$3.1M -56,921 -26%
SWM
128
Sterling Wealth Management
Illinois
$8.81M +$773K +14,208 +10%
CWS
129
Confluence Wealth Services
Pennsylvania
$8.74M +$1.28M +23,484 +17%
AFG
130
Altiora Financial Group
Ohio
$8.7M -$194K -3,558 -2%
JWS
131
Juncture Wealth Strategies
Arizona
$8.6M +$3.01M +55,343 +54%
GMA
132
Glassy Mountain Advisors
Maryland
$8.44M +$270K +4,966 +3%
RA
133
Rise Advisors
New York
$8.4M +$192K +3,522 +2%
Balyasny Asset Management
134
Balyasny Asset Management
Illinois
$8.13M +$5.49M +100,940 +208%
DPW
135
DiNuzzo Private Wealth
Pennsylvania
$8.09M -$69.7K -1,280 -0.9%
LFS
136
Lutz Financial Services
Nebraska
$7.95M -$281K -5,156 -3%
PCM
137
Passive Capital Management
Maryland
$7.87M +$7.02K +129 +0.1%
LWM
138
Liberty Wealth Management
California
$7.76M -$37.8K -695 -0.5%
MCWS
139
McKinley Carter Wealth Services
West Virginia
$7.66M +$91.5K +1,681 +1%
NWM
140
Northwest Wealth Management
Iowa
$7.63M +$30.3K +556 +0.4%
GCA
141
Gradient Capital Advisors
California
$7.59M -$188K -3,449 -2%
RFC
142
Regions Financial Corp
Alabama
$7.57M -$32.7K -600 -0.4%
BMD
143
Better Money Decisions
New Mexico
$7.56M +$2.3M +42,302 +44%
RK
144
Rather & Kittrell
Tennessee
$7.5M -$224K -4,107 -3%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$7.15M -$671K -12,332 -9%
CAN
146
Cetera Advisor Networks
California
$7.15M +$1.13M +20,725 +19%
AWM
147
Activest Wealth Management
Florida
$7.02M +$361K +6,635 +5%
AWM
148
Avondale Wealth Management
Texas
$6.83M +$6.03M +110,866 +762%
RA
149
RFG Advisory
Alabama
$6.66M +$3.21K +59 +0%
NA
150
NewEdge Advisors
Louisiana
$6.49M +$636K +11,683 +11%