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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 %
SEIA
376
Signature Estate & Investment Advisors
California
$979K +$979K +17,580 New
STA
377
Summit Trail Advisors
New York
$967K – – –
SWM
378
Sanctuary Wealth Management
Idaho
$964K -$263K -4,733 -21%
KCPG
379
Kavar Capital Partners Group
Kansas
$939K +$668 +12 +0.1%
QCM
380
Quantinno Capital Management
New York
$932K +$124K +2,233 +15%
SFPM
381
Sensible Financial Planning & Management
Massachusetts
$924K – – –
Rockefeller Capital Management
382
Rockefeller Capital Management
New York
$917K +$390 +7 +0%
AWS
383
Atria Wealth Solutions
New York
$909K +$208K +3,745 +30%
PMIM
384
Prudent Man Investment Management
Colorado
$905K +$905K +16,256 New
PWM
385
Perigon Wealth Management
California
$905K +$57 +1 +0%
TNBTD
386
Trustmark National Bank Trust Department
Mississippi
$895K – – –
PS
387
Principal Securities
Iowa
$891K -$151K -2,721 -15%
WIM
388
Warwick Investment Management
Texas
$889K +$3.34K +60 +0.4%
SAM
389
Smartleaf Asset Management
Massachusetts
$880K -$1.11K -20 -0.1%
KeyBank National Association
390
KeyBank National Association
Ohio
$880K – – –
AWM
391
Apollon Wealth Management
South Carolina
$880K +$173K +3,107 +24%
EW
392
Evoke Wealth
California
$865K +$195K +3,503 +29%
PB
393
Pinnacle Bancorp
Nebraska
$857K – – –
CB
394
Commerce Bank
Missouri
$854K -$557 -10 -0.1%
FWP
395
Falcon Wealth Planning
California
$854K +$111 +2 +0%
DAS
396
Dynamic Advisor Solutions
Arizona
$840K -$11.4K -205 -1%
BWMG
397
Bannerman Wealth Management Group
Texas
$839K +$839K +15,068 New
LWM
398
Lodestone Wealth Management
Washington
$833K +$133K +2,392 +19%
WAP
399
Wealthcare Advisory Partners
Pennsylvania
$824K -$366K -6,582 -31%
PMFA
400
Plante Moran Financial Advisors
Michigan
$817K +$38.6K +693 +5%
14 15
16
17 18