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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
9.37%
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
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 %
YWM
551
Yoder Wealth Management
California
$308K – – –
MWA
552
Midland Wealth Advisors
Illinois
$306K +$1.17K +21 +0.4%
KCM
553
Kathmere Capital Management
Pennsylvania
$305K – – –
ANB
554
Amarillo National Bank
Texas
$304K – – –
CWM
555
Castle Wealth Management
Florida
$304K -$19.5K -350 -6%
GA
556
Goldstein Advisors
Wisconsin
$296K – – –
KCM
557
KM Capital Management
Texas
$294K -$62.8K -1,129 -18%
KFP
558
Keener Financial Planning
Texas
$293K – – –
TP
559
Tranquility Partners
Tennessee
$292K +$19.4K +349 +7%
AI
560
Accredited Investors
Minnesota
$291K – – –
SI
561
Stephens Inc
Arkansas
$291K – – –
LFA
562
Legacy Financial Advisors
Kentucky
$290K +$290K +5,216 New
MSF
563
Mustard Seed Financial
Arkansas
$290K – – –
PC
564
Peavine Capital
Nevada
$289K – – –
TWP
565
Triad Wealth Partners
Kansas
$287K +$287K +5,160 New
TCM
566
Towneley Capital Management
California
$287K +$1.11K +20 +0.4%
SIC
567
SJS Investment Consulting
Ohio
$285K – – –
DI
568
Disciplined Investors
Texas
$285K +$285K +5,156 New
CWA
569
Cascade Wealth Advisors
Washington
$284K -$69.6K -1,251 -20%
PFP
570
Paragon Financial Partners
California
$283K -$283K -5,082 -50%
LW
571
Linscomb Wealth
Texas
$279K – – –
OC
572
Oakworth Capital
Alabama
$278K – – –
AIP
573
Ameritas Investment Partners
Nebraska
$274K +$1K +18 +0.4%
FIA
574
Foundations Investment Advisors
Arizona
$272K -$8.63K -155 -3%
CPA
575
Cathy Pareto & Associates
Florida
$267K +$267K +4,797 New
21 22
23
24 25