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

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$83.8M
2
IFA
Index Fund Advisors
California
$401M
3
CAG
Compass Advisory Group
New York
$1.01M
4
RIM
RW Investment Management
Idaho
$96.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
576
PFG Advisors
Arizona
$265K -$157K -2,822 -37%
EIG
577
Ellenbecker Investment Group
Wisconsin
$263K +$334 +6 +0.1%
CCA
578
Clarity Capital Advisors
Florida
$261K +$1K +18 +0.4%
GFP
579
Gryphon Financial Partners
Ohio
$261K -$73.4K -1,319 -22%
IWM
580
IHT Wealth Management
Illinois
$260K +$946 +17 +0.4%
PA
581
Procyon Advisors
Connecticut
$258K -$23.7K -426 -8%
SWM
582
SilverOak Wealth Management
Minnesota
$258K – – –
SWP
583
Significant Wealth Partners
Illinois
$257K – – –
CIA
584
Concurrent Investment Advisors
Florida
$256K +$501 +9 +0.2%
RI
585
Ridgewood Investments
New Jersey
$253K +$668 +12 +0.3%
KFI
586
Key Financial Inc
Pennsylvania
$252K – – –
IA
587
IFP Advisors
Florida
$251K +$167 +3 +0.1%
TI
588
tru Independence
Oregon
$251K +$501 +9 +0.2%
DJSG
589
D.J. St. Germain
Massachusetts
$250K – – –
Brown Advisory
590
Brown Advisory
Maryland
$249K – – –
ECG
591
Edge Capital Group
Georgia
$248K – – –
BB
592
Busey Bank
Illinois
$248K – – –
CWR
593
Chico Wealth RIA
California
$243K – – –
BAAM
594
Baker Avenue Asset Management
California
$236K +$56 +1 +0%
CSIC
595
Clifford Swan Investment Counsel
California
$234K – – –
PP
596
Pacifica Partners
Canada
$234K – – –
BCM
597
Brookstone Capital Management
Illinois
$231K +$4.01K +72 +2%
HG
598
Harbor Group
New Hampshire
$231K -$16.8K -302 -7%
IAA
599
Independent Advisor Alliance
North Carolina
$230K +$230K +4,124 New
FFM
600
Flagstone Financial Management
Nebraska
$229K – – –
22 23
24
25 26