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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

705 hedge funds and large institutions have $8.64B invested in Dimensional US Targeted Value ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 240 increasing their positions, 214 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+75
Holders Change %
+11.9%
% of All Funds
9.38%
Holding in Top 10
120
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+29.03%
% of All Funds
1.6%
New
103
Increased
240
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 %
MWM
276
Mattern Wealth Management
Kansas
$2.28M +$55.7K +1,000 +2%
MSFS
277
Main Street Financial Solutions
Pennsylvania
$2.19M +$75.8K +1,362 +4%
AAA
278
AG Asset Advisory
California
$2.16M +$2.16M +38,721 New
RPA
279
Redwood Park Advisors
California
$2.15M +$2.15M +38,558 New
CFP
280
Cascade Financial Partners
California
$2.15M +$67.3K +1,210 +3%
MW
281
Marcum Wealth
Ohio
$2.13M +$6.46K +116 +0.3%
BA
282
Bridgewater Advisors
New York
$2.13M – – –
MA
283
Mutual Advisors
Nebraska
$2.1M +$54.2K +948 +3%
SPC
284
Sigma Planning Corp
Michigan
$2.1M +$111K +1,992 +6%
FCI
285
Financial Counselors Inc
Kansas
$2.08M +$101K +1,817 +5%
GJIA
286
Glass Jacobson Investment Advisors
Maryland
$2.03M -$19K -341 -0.9%
AWP
287
Astra Wealth Partners
New Jersey
$2.03M +$2.03M +36,421 New
FWM
288
Fortress Wealth Management
California
$2.01M +$2.62K +47 +0.1%
AA
289
Addison Advisors
Vermont
$2M -$145K -2,605 -7%
AHL
290
Abel Hall LLC
Louisiana
$1.99M -$54.2K -974 -3%
BI
291
Beckerman Institutional
New Jersey
$1.99M +$90.9K +1,634 +5%
BFA
292
Bragg Financial Advisors
North Carolina
$1.95M +$192K +3,449 +11%
Bessemer Group
293
Bessemer Group
New Jersey
$1.92M +$610K +10,963 +47%
SF
294
Strategent Financial
Virginia
$1.91M +$1.91M +34,260 New
CG
295
Caprock Group
Idaho
$1.9M – – –
RCAG
296
Rehmann Capital Advisory Group
Michigan
$1.9M +$45.6K +820 +2%
VWM
297
Verus Wealth Management
Wisconsin
$1.87M +$1.87M +33,532 New
EA
298
Eclectic Associates
California
$1.85M +$1.21M +21,820 +190%
PAG
299
Private Advisor Group
New Jersey
$1.85M -$77.8K -1,397 -4%
FSWA
300
Financial Synergies Wealth Advisors
Texas
$1.85M -$18.2K -327 -1%
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