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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
RJA
126
Raymond James & Associates
Florida
$9.42M +$14.2K +256 +0.2%
SWM
127
Spire Wealth Management
Virginia
$9.31M -$669K -12,018 -7%
VF
128
Vawter Financial
Ohio
$9.2M -$68.3K -1,228 -0.7%
LFGO
129
Legacy Financial Group (Oklahoma)
Oklahoma
$9.18M -$55K -1,006 -0.6%
AIS
130
American Investment Services
Massachusetts
$9.1M -$186K -3,352 -2%
GMA
131
Glassy Mountain Advisors
Maryland
$9.08M +$504K +9,065 +6%
RA
132
Rise Advisors
New York
$8.84M +$641K +11,517 +8%
BMD
133
Better Money Decisions
New Mexico
$8.75M +$584K +10,499 +7%
OC
134
Oppenheimer & Co
New York
$8.68M -$456K -8,205 -5%
Jones Financial Companies
135
Jones Financial Companies
Missouri
$8.48M +$4.04M +72,815 +91%
MCWS
136
McKinley Carter Wealth Services
West Virginia
$8.44M +$735K +13,218 +10%
LFS
137
Lutz Financial Services
Nebraska
$8.12M -$17.7K -318 -0.2%
DPW
138
DiNuzzo Private Wealth
Pennsylvania
$8.1M -$64.6K -1,161 -0.8%
AWM
139
Activest Wealth Management
Florida
$8.01M +$156K +2,806 +2%
LWM
140
Liberty Wealth Management
California
$7.87M -$13.1M -234,790 -62%
Morgan Stanley
141
Morgan Stanley
New York
$7.77M +$2.83M +50,917 +57%
RFC
142
Regions Financial Corp
Alabama
$7.63M -$116K -2,090 -2%
GCA
143
Gradient Capital Advisors
California
$7.57M -$42.6K -766 -0.6%
PCM
144
Passive Capital Management
Maryland
$7.47M +$3.89K +70 +0.1%
AWM
145
Ariadne Wealth Management
California
$7.45M +$437K +7,385 +6%
AWM
146
Avondale Wealth Management
Texas
$7.37M +$119K +2,136 +2%
RK
147
Rather & Kittrell
Tennessee
$7.24M -$45.8K -824 -0.6%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$7.23M -$54.2K -974 -0.7%
NWM
149
Northwest Wealth Management
Iowa
$7.13M -$591K -10,632 -8%
RA
150
RFG Advisory
Alabama
$6.97M +$127K +2,276 +2%
4 5
6
7 8