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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 %
PWMG
176
Private Wealth Management Group
New Jersey
$4.63M -$51.1K -986 -1%
KPP
177
Kings Path Partners
Texas
$4.62M +$4.62M +89,015 New
Morgan Stanley
178
Morgan Stanley
New York
$4.6M +$185K +3,568 +4%
1WM
179
1900 Wealth Management
Texas
$4.49M -$859K -16,557 -16%
SC
180
Shearwater Capital
Colorado
$4.47M – – –
RFA
181
RTD Financial Advisors
Pennsylvania
$4.44M +$571 +11 +0%
EA
182
Efficient Advisors
Ohio
$4.42M +$776K +14,968 +21%
WA
183
Wealthstream Advisors
New York
$4.18M -$60.5K -1,167 -1%
VCA
184
Verdence Capital Advisors
Maryland
$4.16M -$1.93M -37,200 -32%
CSB
185
City State Bank
Iowa
$4.15M +$300K +5,784 +8%
Jones Financial Companies
186
Jones Financial Companies
Missouri
$4.15M +$1.9M +36,655 +85%
AC
187
Annandale Capital
Texas
$4.12M +$1.07M +20,624 +35%
SRWM
188
Shira Ridge Wealth Management
California
$4.08M +$65.6K +1,265 +2%
CA
189
Claris Advisors
Missouri
$4.06M +$14.2K +273 +0.3%
DPI
190
Diversified Portfolios Inc
Michigan
$3.93M -$24.4K -470 -0.6%
LFA
191
Level Financial Advisors
New York
$3.89M -$15.6K -300 -0.4%
EK
192
Evensky & Katz
Florida
$3.87M +$6.69K +129 +0.2%
Osaic Holdings
193
Osaic Holdings
Arizona
$3.82M +$273K +5,271 +8%
TWP
194
Total Wealth Planning
Ohio
$3.8M -$75.9K -1,347 -2%
SHFA
195
SC&H Financial Advisors
Maryland
$3.75M +$180K +3,465 +5%
VWA
196
Valued Wealth Advisors
Utah
$3.69M -$209K -4,024 -5%
OIA
197
OneDigital Investment Advisors
Kansas
$3.65M -$965K -18,598 -21%
BCA
198
Bay Colony Advisors
Massachusetts
$3.57M -$356K -6,854 -9%
B
199
BetterWealth
California
$3.54M -$210K -4,050 -6%
WWWM
200
White Wing Wealth Management
Texas
$3.42M +$941K +18,142 +38%
6 7
8
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