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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 %
VFP
526
Verus Financial Partners
Virginia
$370K +$219 +4 +0.1%
WS
527
Wedbush Securities
California
$363K – – –
IP
528
Integras Partners
Georgia
$362K +$362K +6,512 New
IF
529
Intrua Financial
Texas
$354K – – –
PCA
530
Prosperity Capital Advisors
Ohio
$353K -$10K -180 -3%
FFG
531
First Financial Group
North Carolina
$351K +$351K +6,300 New
BWM
532
BCO Wealth Management
New Mexico
$347K +$347K +6,234 New
PP
533
PrairieView Partners
Minnesota
$340K – – –
WDL
534
Well Done LLC
Michigan
$339K – – –
HC
535
Hurley Capital
New York
$338K +$338K +6,045 New
LFAS
536
Level Four Advisory Services
Texas
$337K +$668 +12 +0.2%
MCM
537
Mitchell Capital Management
Kansas
$336K – – –
HA
538
Hanover Advisors
South Carolina
$332K -$16.7K -300 -5%
TA
539
TFB Advisors
Kansas
$331K +$22.1K +397 +7%
CFG
540
Citizens Financial Group
Rhode Island
$330K +$668 +12 +0.2%
Comerica Bank
541
Comerica Bank
Texas
$330K – – –
SAM
542
Sequent Asset Management
Texas
$330K – – –
GAM
543
GEM Asset Management
Michigan
$330K +$86.9K +1,562 +36%
AIS
544
Accredited Investor Services
Minnesota
$321K +$321K +5,768 New
AFAS
545
Acorn Financial Advisory Services
Virginia
$320K -$36.2K -650 -10%
BPWM
546
Black Point Wealth Management
Florida
$318K – – –
VCM
547
Vision Capital Management
Oregon
$317K – – –
CFO
548
Collective Family Office
Pennsylvania
$315K – – –
GWM
549
Geneos Wealth Management
Colorado
$314K – – –
WWM
550
Whalen Wealth Management
Nevada
$312K +$1.17K +21 +0.4%
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