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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

704 hedge funds and large institutions have $8.62B invested in Dimensional US Targeted Value ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 239 increasing their positions, 214 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+75
Holders Change %
+11.92%
% of All Funds
9.38%
Holding in Top 10
119
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+29.35%
% of All Funds
1.58%
New
103
Increased
239
Reduced
214
Closed
18
Calls
$28K
Puts
–
Net Calls
+$28K
Net Calls Change
+$28K

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$268M
2
EFP
2
Elser Financial Planning
Indiana
$39.3M
3
PFA
3
Pure Financial Advisors
California
$224M
4
EWA
4
EP Wealth Advisors
California
$124M
5
HSG
5
Helen Stephens Group
Texas
$17.7M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$83.8M
2
IFA
2
Index Fund Advisors
California
$401M
3
CAG
3
Compass Advisory Group
New York
$1.01M
4
RIM
4
RW Investment Management
Idaho
$96.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
26
Team Hewins
California
$54.9M -$855K -15,362 -2%
LPL Financial
27
LPL Financial
California
$54.8M +$6.58M +118,234 +14%
Bank of America
28
Bank of America
North Carolina
$53.6M +$2.33M +41,867 +5%
MWM
29
Merriman Wealth Management
Washington
$49M -$2.2M -39,598 -4%
SWA
30
Sax Wealth Advisors
New Jersey
$48.9M -$963K -17,300 -2%
EWM
31
Empirical Wealth Management
Washington
$47.8M +$672K +12,079 +1%
AF
32
Allworth Financial
California
$46.8M +$10.9M +188,665 +30%
MWM
33
Modera Wealth Management
New Jersey
$46.6M -$1.95M -34,993 -4%
BAM
34
Bayshore Asset Management
Florida
$45.9M -$429K -7,711 -0.9%
MWA
35
Monograph Wealth Advisors
California
$44.8M -$210K -3,768 -0.5%
FMWA
36
Forvis Mazars Wealth Advisors
Missouri
$44.7M -$2.82M -50,733 -6%
CPA
37
Capital Performance Advisors
California
$44.6M -$140K -2,516 -0.3%
SFA
38
Sequoia Financial Advisors
Ohio
$44.4M +$801K +14,397 +2%
SM
39
Sensible Money
Arizona
$44.1M +$2.4M +43,161 +6%
MPM
40
MBB Public Markets
Illinois
$43.1M +$284K +5,103 +0.7%
EFP
41
Elser Financial Planning
Indiana
$39.3M +$39.3M +706,144 New
GWWM
42
Great Waters Wealth Management
Minnesota
$38.9M +$4.99M +89,726 +15%
Cerity Partners
43
Cerity Partners
New York
$38.6M -$805K -14,467 -2%
Mariner
44
Mariner
Kansas
$38.4M +$3.4M +61,015 +10%
JIC
45
Joel Isaacson & Co
New York
$37.1M +$502K +9,027 +1%
KAM
46
KEB Asset Management
Illinois
$34.8M -$230K -4,124 -0.7%
PFM
47
Phillips Financial Management
Indiana
$33M +$8.02M +144,088 +32%
PWP
48
Parkwoods Wealth Partners
New York
$32.6M +$1.05M +18,846 +3%
HIGP
49
Hill Investment Group Partners
Missouri
$31.8M -$3.68M -66,153 -10%
TWM
50
Tumwater Wealth Management
Idaho
$30.7M +$30.7M +551,592 New
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