DFAT icon

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 %
TWD
201
True Wealth Design
Ohio
$3.39M -$475K -9,148 -12%
MWA
202
Mills Wealth Advisors
Texas
$3.37M +$328K +6,333 +11%
KA
203
Klingman & Associates
New York
$3.23M – – –
EWA
204
Elevate Wealth Advisory
Georgia
$3.16M +$417K +8,033 +15%
PWS
205
Physician Wealth Solutions
Nevada
$3.16M -$726 -14 -0%
EWA
206
EverSource Wealth Advisors
Alabama
$3.14M +$2.4K +42 +0.1%
LWM
207
LJI Wealth Management
Indiana
$3.13M +$8.71K +168 +0.3%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$3.12M +$2.14M +41,312 +220%
FFA
209
Farther Finance Advisors
California
$3.11M +$430K +8,372 +16%
FIM
210
Freedom Investment Management
Connecticut
$3.07M -$34.2K -660 -1%
LOPW
211
Live Oak Private Wealth
North Carolina
$2.86M -$8.87K -171 -0.3%
SDWIA
212
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.85M -$54.9K -1,058 -2%
OPS
213
Orion Portfolio Solutions
Nebraska
$2.77M -$770K -14,848 -22%
BCI
214
Brinker Capital Investments
Pennsylvania
$2.77M -$770K -14,848 -22%
SA
215
SpiderRock Advisors
Delaware
$2.73M -$234K -4,505 -8%
CWM
216
Concentrum Wealth Management
California
$2.63M +$767K +14,785 +41%
WRPWM
217
Werba Rubin Papier Wealth Management
California
$2.57M +$87.1K +1,679 +4%
W
218
WorthPointe
California
$2.53M +$32.4K +625 +1%
JC
219
Jentner Corp
Ohio
$2.52M -$3.01K -58 -0.1%
ATI
220
ARK & TLK Investments
Oklahoma
$2.52M -$63.1K -1,216 -2%
FFO
221
Fortitude Family Office
Arizona
$2.49M +$740K +14,265 +42%
US Bancorp
222
US Bancorp
Minnesota
$2.44M -$9.7K -187 -0.4%
AC
223
Applied Capital
Arkansas
$2.44M +$2.44K +47 +0.1%
SCM
224
SOL Capital Management
Maryland
$2.42M -$88.6K -1,707 -4%
OFP
225
OLIO Financial Planning
Virginia
$2.29M -$2.64K -50 -0.1%
7 8
9
10 11