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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

704 hedge funds and large institutions have $8.62B invested in Dimensional US Targeted Value ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 239 increasing their positions, 214 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+75
Holders Change %
+11.92%
% of All Funds
9.37%
Holding in Top 10
119
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+29.35%
% of All Funds
1.58%
New
103
Increased
239
Reduced
214
Closed
18
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
+$28K

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$68.7M
2
EFP
Elser Financial Planning
Indiana
+$39.3M
3
PFA
Pure Financial Advisors
California
+$25.5M
4
EWA
EP Wealth Advisors
California
+$21.3M
5
HSG
Helen Stephens Group
Texas
+$17.5M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$41.4M
2
IFA
Index Fund Advisors
California
-$9.64M
3
CAG
Compass Advisory Group
New York
-$9.58M
4
RIM
RW Investment Management
Idaho
-$9.18M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
226
Level Financial Advisors
New York
$4.04M -$55.2K -991 -1%
BH
227
Burk Holdings
Oklahoma
$3.99M +$3.99M +71,657 New
VPF
228
Vantage Point Financial
Illinois
$3.73M +$3.73M +66,971 New
TWP
229
Total Wealth Planning
Ohio
$3.65M -$72.9K -1,309 -2%
WWWM
230
White Wing Wealth Management
Texas
$3.65M +$73K +1,312 +2%
FFO
231
Fortitude Family Office
Arizona
$3.65M +$777K +13,957 +27%
B
232
BetterWealth
California
$3.61M +$3.56K +64 +0.1%
EWA
233
Elevate Wealth Advisory
Georgia
$3.58M +$171K +3,075 +5%
SP
234
Symmetry Partners
Connecticut
$3.48M +$102K +1,824 +3%
KA
235
Klingman & Associates
New York
$3.46M – – –
SRWM
236
Shira Ridge Wealth Management
California
$3.4M -$299K -5,380 -8%
PWS
237
Physician Wealth Solutions
Nevada
$3.39M -$223 -4 -0%
CA
238
Clune & Associates
Illinois
$3.38M +$3.38M +60,746 New
BCI
239
Brinker Capital Investments
Pennsylvania
$3.32M +$146K +2,621 +5%
OPS
240
Orion Portfolio Solutions
Nebraska
$3.32M +$146K +2,621 +5%
FIM
241
Freedom Investment Management
Connecticut
$3.3M +$29K +521 +0.9%
CW
242
Curio Wealth
Maryland
$3.24M +$3.24M +58,137 New
TWD
243
True Wealth Design
Ohio
$3.22M -$389K -6,990 -11%
SDWIA
244
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.18M +$223 +4 +0%
RWA
245
Rooted Wealth Advisors
Illinois
$3.13M +$357K +6,414 +13%
LWM
246
LJI Wealth Management
Indiana
$3.13M +$13.5K +242 +0.4%
EWA
247
EverSource Wealth Advisors
Alabama
$3.07M -$33.8K -608 -1%
WAM
248
Weinberger Asset Management
California
$3.05M +$245K +4,405 +9%
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$3.03M -$9.07K -163 -0.3%
LOPW
250
Live Oak Private Wealth
North Carolina
$3.03M -$47.5K -854 -2%
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