Dimensional US Targeted Value ETF
DFAT
600 hedge funds and large institutions have $7.76B invested in Dimensional US Targeted Value ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 228 increasing their positions, 201 reducing their positions, and 31 closing their positions.
39% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 31
13% more repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 201
5% more capital invested
Capital invested by funds: $7.38B → $7.76B (+$381M)
0% more funds holding
Funds holding: 598 → 600 (+2)
0.06% less ownership
Funds ownership: 77.34% → 77.28% (-0.06%)
7% less funds holding in top 10
Funds holding in top 10: 98 → 91 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$75.8M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$53.7M |
| 3 |
CSIA
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
+$21.1M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
+$15.4M |
| 5 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
-$35.7M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
-$31.7M |
| 3 |
MPM
MBB Public Markets
Chicago,
Illinois
|
-$29.4M |
| 4 |
VWA
Valued Wealth Advisors
Holladay,
Utah
|
-$11.7M |
| 5 |
Jane Street
New York
|
-$7.38M |
DFAT Hedge Fund Activity: Q1 2024 in Review
600 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Targeted Value ETF (DFAT) for Q1 2024, worth a combined $7.76B — up 5.2% from $7.38B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new DFAT positions and 31 closed out — a net gain of 12 holders — while 228 added to existing stakes and 201 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $75.8M. The largest seller was Carlson Capital Management, cutting an estimated $35.7M.
- 600 institutional investors held Dimensional US Targeted Value ETF (DFAT) as of Q1 2024, up from 598 in Q4 2023.
- Funds reported $7.76B of Dimensional US Targeted Value ETF stock for Q1 2024, up 5.2% quarter-over-quarter.
- 43 funds opened new Dimensional US Targeted Value ETF positions in Q1 2024 and 31 closed out, a net change of +12 holders.
- The largest Dimensional US Targeted Value ETF buyer in Q1 2024 was HighTower Advisors, an estimated $75.8M added.
- The largest Dimensional US Targeted Value ETF seller in Q1 2024 was Carlson Capital Management, an estimated $35.7M sold.
Based on aggregated 13F filings for Q1 2024.