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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.

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
1
HighTower Advisors
Illinois
$111M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$203M
3
CSIA
3
Conrad Siegel Investment Advisors
Pennsylvania
$23.1M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$16.9M
5
PFA
5
Pure Financial Advisors
California
$112M

Top Sellers

1
CCM
1
Carlson Capital Management
Minnesota
$4.99M
2
SC
2
Savant Capital
Illinois
$262M
3
MPM
3
MBB Public Markets
Illinois
$35.4M
4
VWA
4
Valued Wealth Advisors
Utah
$4.09M
5
Jane Street
5
Jane Street
New York
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$745M 13,695,016 +56,276 +0.4%
BSW
2
Buckingham Strategic Wealth
Missouri
$688M 12,646,874 -48,318 -0.4%
FFM
3
Forum Financial Management
Illinois
$495M 9,086,153 -82,259 -0.9%
IFA
4
Index Fund Advisors
California
$421M 7,732,381 -111,148 -1%
SC
5
Savant Capital
Illinois
$262M 4,817,359 -615,897 -11%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$203M 3,735,668 +1,042,506 +39%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$155M 2,847,560 -68,483 -2%
Corient Private Wealth
8
Corient Private Wealth
Florida
$151M 2,768,344 +19,622 +0.7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$148M 2,716,941 +6,938 +0.3%
JTWM
10
Jackson Thornton Wealth Management
Alabama
$139M 2,562,184 +40,389 +2%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$125M 2,295,880 +66,111 +3%
PFA
12
Pure Financial Advisors
California
$112M 2,062,366 +287,480 +16%
HighTower Advisors
13
HighTower Advisors
Illinois
$111M 2,032,513 +1,471,645 +262%
ADL
14
Asset Dedication LLC
California
$108M 1,979,614 +109,308 +6%
TCOTS
15
Trust Company of the South
North Carolina
$102M 1,864,868 -46,451 -2%
RIM
16
RW Investment Management
Idaho
$98.9M 1,817,725 +107,625 +6%
WCWM
17
Willow Creek Wealth Management
California
$96.6M 1,775,099 +28,326 +2%
PL
18
Plancorp LLC
Missouri
$90.9M 1,670,937 -42,101 -2%
TI
19
Truepoint Inc
Ohio
$85.6M 1,573,506 -51,503 -3%
AC
20
Apella Capital
Connecticut
$77.8M 1,452,640 +37,139 +3%
EWA
21
EP Wealth Advisors
California
$71.7M 1,317,564 +54,662 +4%
AWP
22
Abacus Wealth Partners
California
$66.7M 1,225,236 -34,437 -3%
EAM
23
Evanson Asset Management
California
$62.3M 1,143,992 -15,778 -1%
GOCP
24
Great Oak Capital Partners
Massachusetts
$57M 1,046,514 +112,703 +12%
TH
25
Team Hewins
California
$54.7M 1,005,673 -2,001 -0.2%
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