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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 %
1WA
426
180 Wealth Advisors
Washington
$672K +$159K +2,851 +31%
FFN
427
Focus Financial Network
Minnesota
$669K +$132K +2,371 +25%
WT
428
Washington Trust
Rhode Island
$668K – – –
RFA
429
Rollins Financial Advisors
New York
$666K -$77.9K -1,400 -10%
CAM
430
CPA Asset Management
Florida
$665K – – –
Fifth Third Bancorp
431
Fifth Third Bancorp
Ohio
$662K -$256K -4,592 -28%
Janney Montgomery Scott
432
Janney Montgomery Scott
Pennsylvania
$659K -$891 -16 -0.1%
RIP
433
RAM Investment Partners
Washington
$658K – – –
NCM
434
NCM Capital Management
New Jersey
$657K -$390 -7 -0.1%
FWCM
435
Ferguson Wellman Capital Management
Oregon
$656K – – –
ACA
436
Aptus Capital Advisors
Alabama
$656K +$45K +808 +7%
SB
437
Strategic Blueprint
Georgia
$654K +$214K +3,849 +49%
VWM
438
Vermillion Wealth Management
Minnesota
$654K +$654K +11,747 New
LWM
439
LongView Wealth Management
Georgia
$646K – – –
HWM
440
HB Wealth Management
Georgia
$645K – – –
FWM
441
Forza Wealth Management
Florida
$636K +$103K +1,850 +19%
WPC
442
Wedmont Private Capital
Pennsylvania
$635K +$129K +2,364 +26%
SSW
443
Stone Summit Wealth
Florida
$634K -$4.17K -75 -0.7%
RFP
444
Root Financial Partners
California
$626K -$418K -7,516 -40%
G
445
GenTrust
Florida
$617K – – –
DAS
446
Diversify Advisory Services
Utah
$614K -$271K -4,965 -31%
EP
447
Essential Planning
New Hampshire
$611K +$611K +10,668 New
CF
448
Centaurus Financial
California
$607K +$25.4K +456 +4%
FS
449
Financial Symmetry
North Carolina
$604K +$5.01K +90 +0.8%
KRW
450
Kaufman Rossin Wealth
Florida
$599K +$599K +10,760 New
16 17
18
19 20