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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 %
SWP
151
Stratos Wealth Partners
Ohio
$6.14M +$12K +232 +0.2%
DADC
152
D.A. Davidson & Co
Montana
$6.13M +$65.6K +1,265 +1%
MIAS
153
Mason Investment Advisory Services
Virginia
$6.13M +$22.6K +435 +0.4%
O3W
154
Omni 360 Wealth
New Jersey
$6M +$381K +7,348 +7%
Stifel Financial
155
Stifel Financial
Missouri
$5.9M +$29K +559 +0.5%
MCM
156
MAI Capital Management
Ohio
$5.78M -$142K -2,735 -2%
FWM
157
FMB Wealth Management
California
$5.74M -$148K -2,848 -3%
SC
158
Schoolcraft Capital
Colorado
$5.7M +$123K +2,366 +2%
FWS
159
FinDec Wealth Services
California
$5.6M -$237K -4,570 -4%
DI
160
Disciplined Investments
Oklahoma
$5.59M +$345K +6,655 +7%
Royal Bank of Canada
161
Royal Bank of Canada
Ontario, Canada
$5.58M -$372K -7,168 -6%
PAS
162
Park Avenue Securities
New York
$5.44M +$971K +18,728 +22%
CTWM
163
Cherry Tree Wealth Management
Minnesota
$5.39M -$53.9K -1,039 -1%
RLIM
164
Red Lighthouse Investment Management
New York
$5.32M -$105K -2,029 -2%
WPW
165
Watershed Private Wealth
Illinois
$5.3M +$158K +3,048 +3%
GC
166
Gibson Capital
Pennsylvania
$5.21M -$59.5K -1,148 -1%
NA
167
NewEdge Advisors
Louisiana
$4.97M -$1.21M -23,378 -20%
CAM
168
Cresset Asset Management
Illinois
$4.96M -$29.3K -564 -0.6%
BP
169
BBR Partners
New York
$4.9M – – –
CIAS
170
CFS Investment Advisory Services
New Jersey
$4.89M +$90K +1,734 +2%
DWA
171
Delap Wealth Advisory
Oregon
$4.87M +$2.33M +44,862 +92%
PWMG
172
Pioneer Wealth Management Group
Texas
$4.75M +$454K +8,760 +11%
CCM
173
Carlson Capital Management
Minnesota
$4.72M -$29.1K -561 -0.6%
TC
174
TAGStone Capital
North Carolina
$4.7M +$143K +2,751 +3%
PWIA
175
Porter White Investment Advisors
Alabama
$4.66M -$51.6K -995 -1%
5 6
7
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