Dimensional US Targeted Value ETF
DFAT
618 hedge funds and large institutions have $7.55B invested in Dimensional US Targeted Value ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 238 increasing their positions, 193 reducing their positions, and 26 closing their positions.
88% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 26
23% more repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 193
3% more funds holding
Funds holding: 599 → 618 (+19)
0% more funds holding in top 10
Funds holding in top 10: 91 → 91 (0)
0.59% less ownership
Funds ownership: 77.28% → 76.69% (-0.59%)
3% less capital invested
Capital invested by funds: $7.76B → $7.55B (-$216M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$36.6M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$29.1M |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$17.6M |
| 4 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
+$17.6M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFM
Forum Financial Management
Lombard,
Illinois
|
-$24M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$16.8M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$11.9M |
| 4 |
IFA
Index Fund Advisors
Irvine,
California
|
-$11.8M |
| 5 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$11M |
DFAT Hedge Fund Activity: Q2 2024 in Review
618 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Targeted Value ETF (DFAT) for Q2 2024, worth a combined $7.55B — down 2.8% from $7.76B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new DFAT positions and 26 closed out — a net gain of 23 holders — while 238 added to existing stakes and 193 trimmed.
The largest buyer was Pure Financial Advisors, adding an estimated $36.6M. The largest seller was Forum Financial Management, cutting an estimated $24M.
- 618 institutional investors held Dimensional US Targeted Value ETF (DFAT) as of Q2 2024, up from 599 in Q1 2024.
- Funds reported $7.55B of Dimensional US Targeted Value ETF stock for Q2 2024, down 2.8% quarter-over-quarter.
- 49 funds opened new Dimensional US Targeted Value ETF positions in Q2 2024 and 26 closed out, a net change of +23 holders.
- The largest Dimensional US Targeted Value ETF buyer in Q2 2024 was Pure Financial Advisors, an estimated $36.6M added.
- The largest Dimensional US Targeted Value ETF seller in Q2 2024 was Forum Financial Management, an estimated $24M sold.
Based on aggregated 13F filings for Q2 2024.