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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 %
KP
326
Keel Point
Alabama
$1.55M -$842K -15,135 -35%
WFA
327
Websterrogers Financial Advisors
South Carolina
$1.53M -$50K -898 -3%
HCM
328
Hutchinson Capital Management
California
$1.51M +$967K +17,378 +177%
TFA
329
Tobias Financial Advisors
Florida
$1.5M -$25.7K -461 -2%
IA
330
IFG Advisors
Missouri
$1.49M +$1.49M +26,744 New
MWPCG
331
Measured Wealth Private Client Group
New Hampshire
$1.49M -$16.4K -295 -1%
Wells Fargo
332
Wells Fargo
California
$1.49M +$54.5K +980 +4%
LIWM
333
Long Island Wealth Management
New York
$1.47M -$627K -11,270 -30%
TIAM2
334
Tru Independence Asset Management 2
Oregon
$1.47M -$136K -2,444 -8%
RB
335
Renasant Bank
Mississippi
$1.46M – – –
CRC
336
Curi RMB Capital
Illinois
$1.45M -$125K -2,243 -8%
PPH
337
Pure Portfolios Holdings
Oregon
$1.44M +$104K +1,863 +8%
2L
338
25 LLC
Missouri
$1.44M -$223 -4 -0%
KWA
339
Kondo Wealth Advisors
California
$1.39M +$1.39M +24,893 New
CPWM
340
Cypress Point Wealth Management
Texas
$1.36M -$291K -5,233 -18%
FWMP
341
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.32M +$1.32M +23,726 New
FYW
342
Future You Wealth
New York
$1.31M +$1.31M +23,466 New
W
343
WealthCollab
Washington
$1.3M – – –
PCIA
344
Prime Capital Investment Advisors
Kansas
$1.26M -$30.2K -543 -2%
MWM
345
Melfa Wealth Management
Massachusetts
$1.25M +$2.95K +53 +0.2%
BAM
346
BOS Asset Management
Illinois
$1.25M +$55.2K +992 +5%
ZF
347
Zhang Financial
Michigan
$1.25M -$78K -1,401 -6%
WP
348
Wealthspan Partners
Iowa
$1.18M +$4.73K +85 +0.4%
Bank of Montreal
349
Bank of Montreal
Ontario, Canada
$1.17M +$61.1K +1,097 +6%
BJL
350
Brighton Jones LLC
Washington
$1.16M +$211K +3,799 +22%
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