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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$787M 14,143,862 -106,792 -0.7%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$680M 12,223,851 +12,223,851 New
FFM
3
Forum Financial Management
Illinois
$489M 8,783,379 +154,338 +2%
IFA
4
Index Fund Advisors
California
$410M 7,369,519 -137,744 -2%
SC
5
Savant Capital
Illinois
$289M 5,190,562 +343,632 +7%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$199M 3,586,109 -108,810 -3%
PFA
7
Pure Financial Advisors
California
$198M 3,558,354 +797,607 +29%
JTWM
8
Jackson Thornton Wealth Management
Alabama
$159M 2,858,921 +128,280 +5%
Corient Private Wealth
9
Corient Private Wealth
Florida
$154M 2,772,135 -8,616 -0.3%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$131M 2,348,951 -4,326 -0.2%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$124M 2,251,013 -399,538 -15%
ADL
12
Asset Dedication LLC
California
$122M 2,193,323 +90,019 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$114M 2,057,946 -339,619 -14%
HighTower Advisors
14
HighTower Advisors
Illinois
$114M 2,043,021 -18,378 -0.9%
RIM
15
RW Investment Management
Idaho
$105M 1,891,364 +1,415 +0.1%
EWA
16
EP Wealth Advisors
California
$103M 1,848,655 +288,340 +18%
TCOTS
17
Trust Company of the South
North Carolina
$102M 1,827,593 -12,989 -0.7%
WCWM
18
Willow Creek Wealth Management
California
$102M 1,826,059 +18,732 +1%
AC
19
Apella Capital
Connecticut
$95.8M 1,753,747 +107,588 +7%
PL
20
Plancorp LLC
Missouri
$90.9M 1,634,761 -23,459 -1%
TI
21
Truepoint Inc
Ohio
$82.6M 1,485,616 -8,254 -0.6%
GOCP
22
Great Oak Capital Partners
Massachusetts
$66.5M 1,204,295 +20,943 +2%
AWP
23
Abacus Wealth Partners
California
$66.2M 1,189,667 -22,260 -2%
EAM
24
Evanson Asset Management
California
$61.9M 1,111,835 -18,924 -2%
TH
25
Team Hewins
California
$55.7M 1,002,001 +5,254 +0.5%
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