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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
HighTower Advisors
Illinois
$111M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$203M
3
CSIA
Conrad Siegel Investment Advisors
Pennsylvania
$23.1M
4
Financial Engines Advisors
Financial Engines Advisors
California
$16.9M
5
PFA
Pure Financial Advisors
California
$112M

Top Sellers

1
CCM
Carlson Capital Management
Minnesota
$4.99M
2
SC
Savant Capital
Illinois
$262M
3
MPM
MBB Public Markets
Illinois
$35.4M
4
VWA
Valued Wealth Advisors
Utah
$4.09M
5
Jane Street
Jane Street
New York
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
151
Stratos Wealth Partners
Ohio
$6.43M -$58.1K -1,067 -0.9%
MIAS
152
Mason Investment Advisory Services
Virginia
$6.41M +$925 +17 +0%
VCA
153
Verdence Capital Advisors
Maryland
$6.39M – – –
DADC
154
D.A. Davidson & Co
Montana
$6.37M +$53.3K +979 +0.8%
Royal Bank of Canada
155
Royal Bank of Canada
Ontario, Canada
$6.25M -$535K -9,824 -8%
MCM
156
MAI Capital Management
Ohio
$6.21M +$1.69K +31 +0%
FWM
157
FMB Wealth Management
California
$6.18M -$106K -1,948 -2%
Stifel Financial
158
Stifel Financial
Missouri
$6.16M -$786K -14,438 -11%
FWS
159
FinDec Wealth Services
California
$6.13M -$86.8K -1,595 -1%
O3W
160
Omni 360 Wealth
New Jersey
$5.9M +$228K +4,187 +4%
SC
161
Schoolcraft Capital
Colorado
$5.85M -$70.2K -1,289 -1%
CTWM
162
Cherry Tree Wealth Management
Minnesota
$5.71M -$222K -4,073 -4%
RLIM
163
Red Lighthouse Investment Management
New York
$5.69M -$101K -1,861 -2%
1WM
164
1900 Wealth Management
Texas
$5.61M -$200K -3,675 -3%
GC
165
Gibson Capital
Pennsylvania
$5.53M -$20.1K -369 -0.4%
DI
166
Disciplined Investments
Oklahoma
$5.5M +$212K +3,895 +4%
WPW
167
Watershed Private Wealth
Illinois
$5.39M -$551K -10,124 -9%
CAM
168
Cresset Asset Management
Illinois
$5.23M -$401K -7,368 -7%
BP
169
BBR Partners
New York
$5.14M +$4.3M +78,910 +509%
CIAS
170
CFS Investment Advisory Services
New Jersey
$5.04M -$70.4K -1,294 -1%
CCM
171
Carlson Capital Management
Minnesota
$4.99M -$37.7M -693,275 -88%
PWIA
172
Porter White Investment Advisors
Alabama
$4.94M -$77.5K -1,423 -2%
PWMG
173
Private Wealth Management Group
New Jersey
$4.91M -$69K -1,267 -1%
OIA
174
OneDigital Investment Advisors
Kansas
$4.85M +$1.08M +19,780 +29%
TC
175
TAGStone Capital
North Carolina
$4.79M +$103K +1,893 +2%
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