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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 %
MGWA
476
Monument Group Wealth Advisors
Massachusetts
$494K -$8.91K -160 -2%
FA
477
Fortis Advisors
Pennsylvania
$491K +$1.89K +34 +0.4%
HWM
478
Hemington Wealth Management
Virginia
$487K -$2.95K -53 -0.6%
TFS
479
Thoroughbred Financial Services
Tennessee
$483K -$8.73K -157 -2%
HPA
480
High Probability Advisors
New York
$483K – – –
SHGA
481
Sand Hill Global Advisors
California
$482K -$39.4K -707 -8%
ASN
482
Advisory Services Network
Georgia
$479K -$33.5K -601 -7%
EF
483
Exeter Financial
Arizona
$476K +$1.78K +32 +0.4%
GA
484
Greenspring Advisors
Maryland
$476K – – –
AWP
485
Axis Wealth Partners
Rhode Island
$475K +$475K +8,527 New
LIA
486
LBMC Investment Advisors
Tennessee
$474K +$1.06K +19 +0.2%
WFA
487
WMG Financial Advisors
Tennessee
$465K -$57.7K -1,036 -11%
LNWWM
488
Laird Norton Wetherby Wealth Management
California
$463K – – –
Ameriprise
489
Ameriprise
Minnesota
$463K +$185K +3,319 +66%
Fisher Asset Management
490
Fisher Asset Management
Washington
$461K +$115K +2,067 +33%
MFIM
491
Mesirow Financial Investment Management
Illinois
$456K +$1.5K +27 +0.3%
SOAG
492
Silver Oak Advisory Group
Oregon
$451K -$14.8K -267 -3%
S
493
SignatureFD
Georgia
$443K -$92.7K -1,666 -17%
BFA
494
Benningfield Financial Advisors
California
$440K +$440K +7,900 New
CSP
495
Cary Street Partners
Virginia
$429K +$429K +7,708 New
GT
496
Greenleaf Trust
Michigan
$429K +$8.29K +149 +2%
MMA
497
Miracle Mile Advisors
California
$426K – – –
SF
498
Safeguard Financial
Wisconsin
$423K +$423K +7,593 New
MWC
499
MBM Wealth Consultants
Missouri
$422K – – –
CIBC Private Wealth Group
500
CIBC Private Wealth Group
Georgia
$420K -$225K -4,047 -35%
18 19
20
21 22