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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 %
SRWM
201
Shira Ridge Wealth Management
California
$3.7M -$680K -12,218 -16%
B
202
BetterWealth
California
$3.6M -$192K -3,458 -5%
TWD
203
True Wealth Design
Ohio
$3.6M -$36.5K -656 -1%
WWWM
204
White Wing Wealth Management
Texas
$3.57M -$98.4K -1,768 -3%
CWM
205
Concentrum Wealth Management
California
$3.48M +$651K +11,703 +23%
KA
206
Klingman & Associates
New York
$3.46M – – –
EWA
207
Elevate Wealth Advisory
Georgia
$3.41M +$15.1K +272 +0.4%
PWS
208
Physician Wealth Solutions
Nevada
$3.39M -$111 -2 -0%
WKWM
209
Walter & Keenan Wealth Management
Indiana
$3.38M +$1.03M +18,595 +44%
SP
210
Symmetry Partners
Connecticut
$3.37M -$29.6M -532,233 -90%
FIM
211
Freedom Investment Management
Connecticut
$3.26M -$25.6K -460 -0.8%
SDWIA
212
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.17M +$118K +2,119 +4%
OPS
213
Orion Portfolio Solutions
Nebraska
$3.17M +$199K +3,584 +7%
BCI
214
Brinker Capital Investments
Pennsylvania
$3.17M +$199K +3,584 +7%
LWM
215
LJI Wealth Management
Indiana
$3.12M -$246K -4,426 -7%
EWA
216
EverSource Wealth Advisors
Alabama
$3.1M +$39.1K +702 +1%
LOPW
217
Live Oak Private Wealth
North Carolina
$3.07M – – –
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$3.04M -$303K -5,449 -9%
FFO
219
Fortitude Family Office
Arizona
$2.87M +$195K +3,512 +7%
WRPWM
220
Werba Rubin Papier Wealth Management
California
$2.81M +$48K +862 +2%
WAM
221
Weinberger Asset Management
California
$2.8M +$404K +7,254 +17%
ACP
222
Aviance Capital Partners
Florida
$2.77M +$652K +11,720 +31%
W
223
WorthPointe
California
$2.74M +$26.8K +481 +1%
RWA
224
Rooted Wealth Advisors
Illinois
$2.74M +$494K +9,006 +22%
JC
225
Jentner Corp
Ohio
$2.67M -$29.1K -523 -1%
7 8
9
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