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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 %
CSB
176
City State Bank
Iowa
$4.88M +$427K +7,674 +10%
PWIA
177
Porter White Investment Advisors
Alabama
$4.86M -$130K -2,331 -3%
RFA
178
RTD Financial Advisors
Pennsylvania
$4.72M -$37.7K -677 -0.8%
SW
179
Simplicity Wealth
New Jersey
$4.7M -$14M -251,977 -75%
SC
180
Shearwater Capital
Colorado
$4.7M -$101K -1,822 -2%
OIA
181
OneDigital Investment Advisors
Kansas
$4.69M +$769K +13,822 +20%
1WM
182
1900 Wealth Management
Texas
$4.64M -$182K -3,274 -4%
CA
183
Claris Advisors
Missouri
$4.48M +$127K +2,280 +3%
BCA
184
Bay Colony Advisors
Massachusetts
$4.46M +$634K +11,393 +17%
VCA
185
Verdence Capital Advisors
Maryland
$4.46M – – –
BP
186
BBR Partners
New York
$4.39M -$863K -15,514 -16%
WA
187
Wealthstream Advisors
New York
$4.37M -$118K -2,130 -3%
SHFA
188
SC&H Financial Advisors
Maryland
$4.18M +$152K +2,735 +4%
EK
189
Evensky & Katz
Florida
$4.14M -$10.3K -186 -0.2%
DPI
190
Diversified Portfolios Inc
Michigan
$4.14M -$76K -1,367 -2%
Royal Bank of Canada
191
Royal Bank of Canada
Ontario, Canada
$4.12M -$1.86M -33,489 -31%
VWA
192
Valued Wealth Advisors
Utah
$4.12M +$161K +2,899 +4%
LFA
193
Level Financial Advisors
New York
$4.09M -$87.2K -1,567 -2%
BI
194
Berkeley Inc
Idaho
$4.03M +$1.8M +32,333 +81%
FFA
195
Farther Finance Advisors
California
$4.01M +$645K +11,595 +19%
Osaic Holdings
196
Osaic Holdings
Arizona
$3.95M -$149K -2,684 -4%
AQR Capital Management
197
AQR Capital Management
Connecticut
$3.89M +$2.09M +37,580 +116%
MWA
198
Mills Wealth Advisors
Texas
$3.85M +$241K +4,330 +7%
CAM
199
Cresset Asset Management
Illinois
$3.79M -$1.53M -27,499 -29%
TWP
200
Total Wealth Planning
Ohio
$3.72M -$27.7K -498 -0.7%
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