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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 %
BWA
501
Bordeaux Wealth Advisors
California
$415K -$98.5K -1,770 -19%
QCM
502
QRG Capital Management
Illinois
$415K +$5.68K +102 +1%
GWA
503
Geometric Wealth Advisors
District of Columbia
$415K -$10.1K -181 -2%
HIA
504
HTG Investment Advisors
Connecticut
$408K – – –
MWM
505
Modern Wealth Management
Kansas
$406K – – –
AC
506
AWM Capital
Arizona
$406K – – –
BBNB
507
Baker Boyer National Bank
Washington
$406K – – –
IC
508
IEQ Capital
California
$406K – – –
BAM
509
Belpointe Asset Management
Nevada
$402K – – –
FCA
510
Fortis Capital Advisors
Kansas
$402K – – –
SCA
511
STALEY CAPITAL ADVISERS
Pennsylvania
$402K +$1.5K +27 +0.4%
AWM
512
Axxcess Wealth Management
California
$401K -$3.51K -63 -0.9%
GP
513
Greenline Partners
New York
$398K +$1.56K +28 +0.4%
DFC
514
DBK Financial Counsel
Ohio
$398K – – –
RPCA
515
Running Point Capital Advisors
California
$395K -$56 -1 -0%
MEAC
516
M.E. Allison & Co
Texas
$392K +$392K +7,050 New
PTC
517
Private Trust Company
Ohio
$391K – – –
VA
518
Valmark Advisers
Ohio
$382K +$10.2K +184 +3%
SSC
519
Syverson Strege & Co
Iowa
$379K -$724 -13 -0.2%
SHF
520
Stage Harbor Financial
Massachusetts
$379K +$379K +6,801 New
SLT
521
St Louis Trust
Missouri
$376K – – –
RP
522
Rowlandmiller & Partners
Georgia
$376K – – –
RRCM
523
Rappaport Reiches Capital Management
Illinois
$374K +$1.39K +25 +0.4%
RWM
524
Rialto Wealth Management
New York
$373K +$373K +6,693 New
NG
525
NWK Group
California
$371K – – –
19 20
21
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