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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
AAM
126
Austin Asset Management
Texas
$8.96M -$163K -3,152 -2%
JWS
127
Juncture Wealth Strategies
Arizona
$8.95M +$761K +14,678 +9%
AL
128
Aspiriant LLC
California
$8.95M -$5.5K -106 -0.1%
RJA
129
Raymond James & Associates
Florida
$8.77M -$70.1K -1,352 -0.8%
LFGO
130
Legacy Financial Group (Oklahoma)
Oklahoma
$8.75M -$45.1K -869 -0.5%
AIS
131
American Investment Services
Massachusetts
$8.66M -$167K -3,226 -2%
VF
132
Vawter Financial
Ohio
$8.64M -$152K -2,936 -2%
OC
133
Oppenheimer & Co
New York
$8.52M -$30.4K -586 -0.4%
GMA
134
Glassy Mountain Advisors
Maryland
$7.99M -$48.2K -929 -0.6%
RA
135
Rise Advisors
New York
$7.65M -$362K -6,972 -5%
BMD
136
Better Money Decisions
New Mexico
$7.62M +$408K +7,860 +6%
DPW
137
DiNuzzo Private Wealth
Pennsylvania
$7.61M -$99K -1,908 -1%
LFS
138
Lutz Financial Services
Nebraska
$7.58M +$5.5K +106 +0.1%
AWM
139
Activest Wealth Management
Florida
$7.32M +$638K +12,307 +10%
LWM
140
Liberty Wealth Management
California
$7.25M +$4.5M +233,658 +164%
RFC
141
Regions Financial Corp
Alabama
$7.22M +$9.91K +191 +0.1%
NWM
142
Northwest Wealth Management
Iowa
$7.2M -$75.4K -1,453 -1%
MCWS
143
McKinley Carter Wealth Services
West Virginia
$7.19M -$114K -2,197 -2%
GCA
144
Gradient Capital Advisors
California
$7.1M -$133K -2,559 -2%
PCM
145
Passive Capital Management
Maryland
$6.97M -$538K -10,374 -7%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$6.79M -$28.8K -555 -0.4%
RK
147
Rather & Kittrell
Tennessee
$6.79M -$356K -6,856 -5%
AWM
148
Avondale Wealth Management
Texas
$6.77M +$260K +5,014 +4%
RA
149
RFG Advisory
Alabama
$6.38M +$37.9K +730 +0.6%
AWM
150
Ariadne Wealth Management
California
$6.15M +$6.15M +118,584 New
4 5
6
7 8