We are live on ! Find out more
DFAT icon

Dimensional US Targeted Value ETF

710 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 105 funds opening new positions, 241 increasing their positions, 215 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

483% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 18

29% more funds holding in top 10

Funds holding in top 10: 93120 (+27)

12% more funds holding

Funds holding: 633710 (+77)

12% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 215

7% more capital invested

Capital invested by funds: $8.08B → $8.64B (+$561M)

3.82% more ownership

Funds ownership: 76.62%80.44% (+3.8%)

Holders
710
Holders Change
+77
Holders Change %
+12.16%
% of All Funds
9.35%
Holding in Top 10
120
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+29.03%
% of All Funds
1.58%
New
105
Increased
241
Reduced
215
Closed
18
Calls
$28K
Puts
Net Calls
+$28K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
MGW
351
MB Generational Wealth
Washington
$1.14M -$8.3K -145 -0.7%
FA
352
Fiducient Advisors
Illinois
$1.12M +$4.29K +75 +0.4%
IPW
353
Intergy Private Wealth
Colorado
$1.11M +$401 +7 +0%
AFO
354
Aurelius Family Office
New Hampshire
$1.11M +$1.14M +19,998 New
TIAA Trust, National Association
355
TIAA Trust, National Association
North Carolina
$1.1M -$34.2K -598 -3%
MWP
356
Meredith Wealth Planning
Illinois
$1.1M -$1.49K -26 -0.1%
PCM
357
Peirce Capital Management
Texas
$1.09M -$27K -472 -2%
OSAM
358
O'Shaughnessy Asset Management
Connecticut
$1.07M +$323K +5,642 +42%
PIFP
359
Partners in Financial Planning
Virginia
$1.06M +$2K +35 +0.2%
IWS
360
Integrity Wealth Solutions
Colorado
$1.05M +$4.06K +71 +0.4%
P
361
&Partners
Tennessee
$1.05M +$336K +5,868 +46%
SIAG
362
Safeguard Investment Advisory Group
California
$1.04M -$75.1K -1,313 -7%
SAG
363
SageView Advisory Group
California
$1.03M +$670K +11,705 +171%
Fidelity Investments
364
Fidelity Investments
Massachusetts
$1.03M -$142K -2,478 -12%
VAG
365
Vannoy Advisory Group
Texas
$1.03M
LKBC
366
L.K. Benson & Company
Maryland
$1.03M +$1.05M +18,436 New
DWM
367
Dakota Wealth Management
Florida
$1.02M
GWM
368
Grand Wealth Management
Michigan
$1.02M +$16.1K +281 +2%
NHC
369
Nicholas Hoffman & Company
Georgia
$1.01M -$55.4K -969 -5%
CAG
370
Compass Advisory Group
New York
$1.01M -$9.85M -172,084 -90%
DWM
371
David Wealth Management
Virginia
$1.01M +$1.04M +18,119 New
KF
372
Krilogy Financial
Missouri
$987K +$629 +11 +0.1%
BFG
373
Berger Financial Group
Minnesota
$984K +$1.01M +17,672 New
MA
374
McGrath & Associates
North Carolina
$983K +$1.01M +17,657 New
KWM
375
Keebeck Wealth Management
Illinois
$979K

DFAT Hedge Fund Activity: Q4 2024 in Review

710 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Targeted Value ETF (DFAT) for Q4 2024, worth a combined $8.64B — up 6.9% from $8.08B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new DFAT positions and 18 closed out — a net gain of 87 holders — while 241 added to existing stakes and 215 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $70.6M. The largest seller was Mercer Global Advisors, cutting an estimated $42.6M.

  • 710 institutional investors held Dimensional US Targeted Value ETF (DFAT) as of Q4 2024, up from 633 in Q3 2024.
  • Funds reported $8.64B of Dimensional US Targeted Value ETF stock for Q4 2024, up 6.9% quarter-over-quarter.
  • 105 funds opened new Dimensional US Targeted Value ETF positions in Q4 2024 and 18 closed out, a net change of +87 holders.
  • The largest Dimensional US Targeted Value ETF buyer in Q4 2024 was Focus Partners Advisor Solutions, an estimated $70.6M added.
  • The largest Dimensional US Targeted Value ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $42.6M sold.

Based on aggregated 13F filings for Q4 2024.