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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 %
KA
201
Klingman & Associates
New York
$3.39M -$3.87K -71 -0.1%
PWS
202
Physician Wealth Solutions
Nevada
$3.32M -$8.49K -156 -0.3%
LWM
203
LJI Wealth Management
Indiana
$3.28M +$4.52K +83 +0.1%
FIM
204
Freedom Investment Management
Connecticut
$3.26M -$60K -1,103 -2%
PFS
205
Prospera Financial Services
Texas
$3.2M +$1.69M +31,004 +111%
AC
206
Annandale Capital
Texas
$3.2M +$972K +17,859 +44%
MWA
207
Mills Wealth Advisors
Texas
$3.19M +$172K +3,169 +6%
SDWIA
208
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.05M -$1.89M -34,801 -38%
LOPW
209
Live Oak Private Wealth
North Carolina
$3.01M +$107K +1,966 +4%
GWM
210
Grand Wealth Management
Michigan
$3.01M -$106K -1,942 -3%
SA
211
SpiderRock Advisors
Delaware
$2.95M +$2.95M +57,196 New
EWA
212
Elevate Wealth Advisory
Georgia
$2.88M +$625K +11,488 +28%
FFA
213
Farther Finance Advisors
California
$2.82M +$64.9K +1,203 +2%
EWA
214
EverSource Wealth Advisors
Alabama
$2.81M +$5.11K +100 +0.2%
ATI
215
ARK & TLK Investments
Oklahoma
$2.71M -$497K -9,135 -16%
DWA
216
Delap Wealth Advisory
Oregon
$2.66M -$1.42K -26 -0.1%
JC
217
Jentner Corp
Ohio
$2.65M -$34.3K -630 -1%
SCM
218
SOL Capital Management
Maryland
$2.63M -$10.2K -188 -0.4%
W
219
WorthPointe
California
$2.62M -$27.8K -511 -1%
WRPWM
220
Werba Rubin Papier Wealth Management
California
$2.61M +$372K +6,842 +17%
WWWM
221
White Wing Wealth Management
Texas
$2.58M +$2.58M +47,852 New
US Bancorp
222
US Bancorp
Minnesota
$2.57M +$460K +8,454 +22%
TCM
223
TruNorth Capital Management
Michigan
$2.49M +$2.49M +45,769 New
Jones Financial Companies
224
Jones Financial Companies
Missouri
$2.36M +$1.44M +26,512 +158%
KP
225
Keel Point
Alabama
$2.33M +$925 +17 +0%
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