Dimensional US Targeted Value ETF
DFAT
634 hedge funds and large institutions have $8.08B invested in Dimensional US Targeted Value ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 249 increasing their positions, 206 reducing their positions, and 19 closing their positions.
95% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 19
21% more repeat investments, than reductions
Existing positions increased: 249 | Existing positions reduced: 206
7% more capital invested
Capital invested by funds: $7.55B → $8.08B (+$536M)
2% more funds holding
Funds holding: 619 → 634 (+15)
2% more funds holding in top 10
Funds holding in top 10: 91 → 93 (+2)
0.01% less ownership
Funds ownership: 76.57% → 76.56% (-0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$661M |
| 2 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$43.1M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$18.6M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$15.6M |
| 5 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$8.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$28.8M |
| 2 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
-$28.6M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$21.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$18.4M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$17.7M |
DFAT Hedge Fund Activity: Q3 2024 in Review
634 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Targeted Value ETF (DFAT) for Q3 2024, worth a combined $8.08B — up 7.1% from $7.55B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new DFAT positions and 19 closed out — a net gain of 18 holders — while 249 added to existing stakes and 206 trimmed.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $661M. The largest seller was Symmetry Partners, cutting an estimated $28.8M.
- 634 institutional investors held Dimensional US Targeted Value ETF (DFAT) as of Q3 2024, up from 619 in Q2 2024.
- Funds reported $8.08B of Dimensional US Targeted Value ETF stock for Q3 2024, up 7.1% quarter-over-quarter.
- 37 funds opened new Dimensional US Targeted Value ETF positions in Q3 2024 and 19 closed out, a net change of +18 holders.
- The largest Dimensional US Targeted Value ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $661M added.
- The largest Dimensional US Targeted Value ETF seller in Q3 2024 was Symmetry Partners, an estimated $28.8M sold.
Based on aggregated 13F filings for Q3 2024.