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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 %
SC
176
Shearwater Capital
Colorado
$4.69M -$143K -2,622 -3%
PAS
177
Park Avenue Securities
New York
$4.69M +$1.04M +19,083 +28%
RFA
178
RTD Financial Advisors
Pennsylvania
$4.66M -$45.9K -843 -1%
Morgan Stanley
179
Morgan Stanley
New York
$4.63M -$3.16M -58,050 -41%
PWMG
180
Pioneer Wealth Management Group
Texas
$4.5M +$1.37M +25,142 +44%
BI
181
Berkeley Inc
Idaho
$4.46M +$514K +9,451 +13%
WA
182
Wealthstream Advisors
New York
$4.45M -$36.8K -677 -0.8%
SWM
183
Soundmark Wealth Management
Washington
$4.31M -$290K -5,327 -6%
CA
184
Claris Advisors
Missouri
$4.25M -$66.4K -1,220 -2%
SRWM
185
Shira Ridge Wealth Management
California
$4.21M -$85K -1,561 -2%
DPI
186
Diversified Portfolios Inc
Michigan
$4.15M -$134K -2,459 -3%
BCA
187
Bay Colony Advisors
Massachusetts
$4.12M +$1.34M +24,572 +48%
HIC
188
Hartline Investment Corp
Illinois
$4.12M +$4.12M +75,665 New
LFA
189
Level Financial Advisors
New York
$4.1M -$89.6K -1,647 -2%
VWA
190
Valued Wealth Advisors
Utah
$4.09M -$12.4M -227,679 -75%
TWD
191
True Wealth Design
Ohio
$4.06M -$71.4K -1,312 -2%
EK
192
Evensky & Katz
Florida
$4.05M +$5.5K +101 +0.1%
CSB
193
City State Bank
Iowa
$4.04M +$382K +7,021 +10%
B
194
BetterWealth
California
$3.93M -$224K -4,120 -5%
EA
195
Efficient Advisors
Ohio
$3.83M +$363K +6,673 +10%
SHFA
196
SC&H Financial Advisors
Maryland
$3.75M +$73.7K +1,354 +2%
TWP
197
Total Wealth Planning
Ohio
$3.74M -$60.1K -1,104 -2%
Osaic Holdings
198
Osaic Holdings
Arizona
$3.72M -$1.23M -22,523 -25%
BCI
199
Brinker Capital Investments
Pennsylvania
$3.72M +$686K +12,610 +23%
OPS
200
Orion Portfolio Solutions
Nebraska
$3.72M +$686K +12,610 +23%
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