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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 %
GLA
151
Good Life Advisors
Pennsylvania
$6.87M +$6.87M +123,458 New
DADC
152
D.A. Davidson & Co
Montana
$6.73M +$155K +2,793 +2%
DI
153
Disciplined Investments
Oklahoma
$6.61M +$616K +11,075 +10%
MIAS
154
Mason Investment Advisory Services
Virginia
$6.59M +$14.9K +267 +0.2%
Stifel Financial
155
Stifel Financial
Missouri
$6.39M +$70.2K +1,262 +1%
SWP
156
Stratos Wealth Partners
Ohio
$6.29M -$288K -5,181 -4%
FWM
157
FMB Wealth Management
California
$6.15M -$3.78K -68 -0.1%
FWS
158
FinDec Wealth Services
California
$6.14M +$137K +2,471 +2%
PAS
159
Park Avenue Securities
New York
$6.1M +$263K +4,726 +5%
O3W
160
Omni 360 Wealth
New Jersey
$6.08M -$356K -6,392 -6%
SC
161
Schoolcraft Capital
Colorado
$6.07M -$44.6K -802 -0.7%
WPW
162
Watershed Private Wealth
Illinois
$5.85M +$165K +2,974 +3%
CTWM
163
Cherry Tree Wealth Management
Minnesota
$5.75M -$25.2K -453 -0.4%
MCM
164
MAI Capital Management
Ohio
$5.75M -$453K -8,147 -7%
CCM
165
Carlson Capital Management
Minnesota
$5.74M +$671K +12,064 +13%
RLIM
166
Red Lighthouse Investment Management
New York
$5.57M -$128K -2,301 -2%
GC
167
Gibson Capital
Pennsylvania
$5.56M -$24.3K -437 -0.4%
EA
168
Efficient Advisors
Ohio
$5.55M +$810K +14,554 +17%
PWMG
169
Pioneer Wealth Management Group
Texas
$5.46M +$367K +6,598 +7%
NA
170
NewEdge Advisors
Louisiana
$5.25M -$77K -1,385 -1%
CIAS
171
CFS Investment Advisory Services
New Jersey
$5.25M +$7.62K +137 +0.1%
KPP
172
Kings Path Partners
Texas
$5.19M +$239K +4,297 +5%
TC
173
TAGStone Capital
North Carolina
$5.09M +$48.2K +866 +1%
AC
174
Annandale Capital
Texas
$5.09M +$667K +11,982 +15%
PWMG
175
Private Wealth Management Group
New Jersey
$4.93M -$35K -630 -0.7%
5 6
7
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