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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 %
MGW
351
MB Generational Wealth
Washington
$1.14M -$8.07K -145 -0.7%
FA
352
Fiducient Advisors
Illinois
$1.12M +$4.18K +75 +0.4%
IPW
353
Intergy Private Wealth
Colorado
$1.11M +$390 +7 +0%
AFO
354
Aurelius Family Office
New Hampshire
$1.11M +$1.11M +19,998 New
TIAA Trust, National Association
355
TIAA Trust, National Association
North Carolina
$1.1M -$33.3K -598 -3%
MWP
356
Meredith Wealth Planning
Illinois
$1.1M -$1.45K -26 -0.1%
PCM
357
Peirce Capital Management
Texas
$1.09M -$26.3K -472 -2%
OSAM
358
O'Shaughnessy Asset Management
Connecticut
$1.07M +$314K +5,642 +42%
PIFP
359
Partners in Financial Planning
Virginia
$1.06M +$1.95K +35 +0.2%
IWS
360
Integrity Wealth Solutions
Colorado
$1.05M +$3.95K +71 +0.4%
P
361
&Partners
Tennessee
$1.05M +$328K +5,868 +46%
SIAG
362
Safeguard Investment Advisory Group
California
$1.04M -$73.1K -1,313 -7%
SAG
363
SageView Advisory Group
California
$1.03M +$652K +11,705 +171%
Fidelity Investments
364
Fidelity Investments
Massachusetts
$1.03M -$138K -2,478 -12%
VAG
365
Vannoy Advisory Group
Texas
$1.03M – – –
LKBC
366
L.K. Benson & Company
Maryland
$1.03M +$1.03M +18,436 New
DWM
367
Dakota Wealth Management
Florida
$1.02M – – –
GWM
368
Grand Wealth Management
Michigan
$1.02M +$15.6K +281 +2%
NHC
369
Nicholas Hoffman & Company
Georgia
$1.01M -$53.9K -969 -5%
CAG
370
Compass Advisory Group
New York
$1.01M -$9.58M -172,084 -90%
DWM
371
David Wealth Management
Virginia
$1.01M +$1.01M +18,119 New
KF
372
Krilogy Financial
Missouri
$987K +$612 +11 +0.1%
BFG
373
Berger Financial Group
Minnesota
$984K +$984K +17,672 New
MA
374
McGrath & Associates
North Carolina
$983K +$983K +17,657 New
KWM
375
Keebeck Wealth Management
Illinois
$979K – – –
13 14
15
16 17