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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$739M 14,250,654 +555,638 +4%
BSW
2
Buckingham Strategic Wealth
Missouri
$645M 12,437,755 -209,119 -2%
FFM
3
Forum Financial Management
Illinois
$448M 8,629,041 -457,112 -5%
IFA
4
Index Fund Advisors
California
$389M 7,507,263 -225,118 -3%
SC
5
Savant Capital
Illinois
$251M 4,846,930 +29,571 +0.6%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$192M 3,694,919 -40,749 -1%
Corient Private Wealth
7
Corient Private Wealth
Florida
$144M 2,780,751 +12,407 +0.4%
PFA
8
Pure Financial Advisors
California
$143M 2,760,747 +698,381 +34%
JTWM
9
Jackson Thornton Wealth Management
Alabama
$142M 2,730,641 +168,457 +7%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$137M 2,650,551 -197,009 -7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$124M 2,397,565 -319,376 -12%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$122M 2,353,277 +57,397 +3%
ADL
13
Asset Dedication LLC
California
$109M 2,103,304 +123,690 +6%
HighTower Advisors
14
HighTower Advisors
Illinois
$107M 2,061,399 +28,886 +1%
RIM
15
RW Investment Management
Idaho
$98M 1,889,949 +72,224 +4%
TCOTS
16
Trust Company of the South
North Carolina
$95.5M 1,840,582 -24,286 -1%
WCWM
17
Willow Creek Wealth Management
California
$93.7M 1,807,327 +32,228 +2%
PL
18
Plancorp LLC
Missouri
$86M 1,658,220 -12,717 -0.8%
AC
19
Apella Capital
Connecticut
$84M 1,646,159 +193,519 +13%
EWA
20
EP Wealth Advisors
California
$80.9M 1,560,315 +242,751 +18%
TI
21
Truepoint Inc
Ohio
$77.5M 1,493,870 -79,636 -5%
AWP
22
Abacus Wealth Partners
California
$62.9M 1,211,927 -13,309 -1%
GOCP
23
Great Oak Capital Partners
Massachusetts
$62M 1,183,352 +136,838 +13%
EAM
24
Evanson Asset Management
California
$58.7M 1,130,759 -13,233 -1%
TH
25
Team Hewins
California
$51.7M 996,747 -8,926 -0.9%
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