DFAT icon

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 %
IAN
451
Integrated Advisors Network
Texas
$597K – – –
SFS
452
Strategic Financial Services
New York
$596K – – –
Lido Advisors
453
Lido Advisors
California
$595K +$18.7K +336 +3%
WF
454
WoodTrust Financial
Wisconsin
$593K – – –
BCM
455
Basso Capital Management
Connecticut
$584K -$546K -9,803 -48%
VW
456
Vance Wealth
California
$583K -$146K -2,629 -20%
GTAM
457
Global Trust Asset Management
Florida
$575K -$11.6K -209 -2%
LCM
458
Liberty Capital Management
Michigan
$574K – – –
CFG
459
Clayton Financial Group
Missouri
$572K -$87.6K -1,574 -13%
FOA
460
Five Oceans Advisors
California
$568K -$36.2K -650 -6%
MSWM
461
McGlone Suttner Wealth Management
Wisconsin
$567K +$567K +10,183 New
CAMG
462
CWA Asset Management Group
Florida
$564K – – –
CCFM
463
Clear Creek Financial Management
Washington
$563K +$2.45K +44 +0.4%
PFP
464
Pinnacle Financial Partners
Tennessee
$561K – – –
M&T Bank
465
M&T Bank
New York
$561K – – –
FPCP
466
Fort Point Capital Partners
California
$557K – – –
MCA
467
Magnolia Capital Advisors
Mississippi
$550K -$3.23K -58 -0.6%
AWM
468
Arista Wealth Management
Nevada
$536K – – –
Bank of New York Mellon
469
Bank of New York Mellon
New York
$529K -$100K -1,800 -16%
BTI
470
Blue Trust Inc
Georgia
$529K +$5.01K +90 +1%
WSFS
471
Wilmington Savings Fund Society
Delaware
$518K – – –
SAM
472
Secure Asset Management
Michigan
$507K – – –
CCWM
473
Correct Capital Wealth Management
Missouri
$503K – – –
CGPCS
474
Capital Group Private Client Services
California
$496K +$496K +8,907 New
WP
475
Westmount Partners
California
$494K – – –
17 18
19
20 21