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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 %
AWM
251
Aegis Wealth Management
Maryland
$2.98M +$2.98M +53,624 New
ACP
252
Aviance Capital Partners
Florida
$2.96M +$195K +3,503 +7%
MGIA
253
Moneta Group Investment Advisors
Missouri
$2.86M +$892K +16,025 +45%
CAM
254
Cresset Asset Management
Illinois
$2.84M -$952K -17,097 -25%
WRPWM
255
Werba Rubin Papier Wealth Management
California
$2.8M -$8.41K -151 -0.3%
W
256
WorthPointe
California
$2.72M -$18.9K -339 -0.7%
JC
257
Jentner Corp
Ohio
$2.66M -$9.74K -175 -0.4%
US Bancorp
258
US Bancorp
Minnesota
$2.66M -$9.3K -167 -0.3%
AAS
259
Avantax Advisory Services
Texas
$2.65M +$146K +2,622 +6%
ATI
260
ARK & TLK Investments
Oklahoma
$2.63M -$9.74K -175 -0.4%
AC
261
Applied Capital
Arkansas
$2.62M -$779 -14 -0%
QFPS
262
Quantum Financial Planning Services
Washington
$2.59M +$2.59M +46,615 New
SCM
263
SOL Capital Management
Maryland
$2.56M – – –
XPN
264
XY Planning Network
Montana
$2.54M +$2.54M +45,660 New
DWA
265
Delap Wealth Advisory
Oregon
$2.54M -$53K -952 -2%
CAC
266
Certified Advisory Corp
Florida
$2.48M +$131K +2,350 +6%
GSF
267
Grove Street Fiduciary
New Hampshire
$2.46M +$2.46M +44,254 New
MCA
268
Maryland Capital Advisors
Maryland
$2.46M +$421K +7,562 +21%
BlackRock
269
BlackRock
New York
$2.41M +$2.41M +43,324 New
RWM
270
Rockwood Wealth Management
Pennsylvania
$2.37M +$222 +4 +0%
TCM
271
TruNorth Capital Management
Michigan
$2.36M – – –
EWP
272
Elevation Wealth Partners
California
$2.33M +$30.9K +556 +1%
AFA
273
Avant Financial Advisors
Texas
$2.29M +$2.29M +41,154 New
IAG
274
Investmark Advisory Group
Connecticut
$2.28M +$90.5K +1,626 +4%
MWM
275
Mattern Wealth Management
Kansas
$2.28M +$55.7K +1,000 +2%
9 10
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