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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 %
CIA
401
Capital Investment Advisors
Georgia
$814K – – –
UCFA
402
United Capital Financial Advisors
Texas
$811K -$13.7K -247 -2%
SOS
403
Silver Oak Securities
Tennessee
$809K -$20.5K -369 -2%
WA
404
Waverly Advisors
Alabama
$809K +$56 +1 +0%
CPIG
405
Chicago Partners Investment Group
Illinois
$807K -$151K -2,712 -16%
AFG
406
Atomi Financial Group
New York
$801K +$801K +14,384 New
MHFA
407
Mission Hills Financial Advisory
California
$790K – – –
JWA
408
JFS Wealth Advisors
Pennsylvania
$787K +$278 +5 +0%
ACA
409
American Capital Advisory
Idaho
$783K +$54K +970 +7%
MWG
410
Martin Worley Group
Utah
$779K +$779K +13,989 New
BTWM
411
Baker Tilly Wealth Management
Wisconsin
$776K – – –
SFM
412
Signet Financial Management
New Jersey
$760K – – –
MPAM
413
Murphy Pohlad Asset Management
Minnesota
$745K -$83.5K -1,500 -10%
CAM
414
Clark Asset Management
New Hampshire
$743K +$58.8K +1,056 +9%
OW
415
Olistico Wealth
Oklahoma
$739K -$56 -1 -0%
AWE
416
Avidian Wealth Enterprises
Texas
$736K +$56 +1 +0%
BWS
417
BCR Wealth Strategies
Alabama
$712K – – –
USCWA
418
U.S. Capital Wealth Advisors
Texas
$709K -$12K -215 -2%
PFBT
419
Parkside Financial Bank & Trust
Missouri
$684K +$190K +3,411 +38%
MCM
420
Mattern Capital Management
Colorado
$683K +$438K +7,866 +178%
CPSAC
421
Chas P. Smith & Associates (CPS)
Florida
$683K – – –
DWT
422
Dorsey & Whitney Trust
South Dakota
$682K – – –
IFWM
423
Institute for Wealth Management
Colorado
$679K +$612 +11 +0.1%
Empower Advisory Group
424
Empower Advisory Group
Colorado
$676K +$94.6K +1,700 +16%
MOS
425
MGO One Seven
Ohio
$673K – – –
15 16
17
18 19