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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 %
GWM
601
GDS Wealth Management
Texas
$228K – – –
FA
602
FF Advisors
California
$227K – – –
GPW
603
Gentry Private Wealth
Kansas
$225K -$10K -180 -4%
SFC
604
Strategic Financial Concepts
Texas
$225K – – –
CWM
605
Core Wealth Management
Florida
$224K – – –
Renaissance Technologies
606
Renaissance Technologies
New York
$223K +$223K +4,000 New
CW
607
CreativeOne Wealth
Kansas
$222K +$222K +3,992 New
CT
608
Colonial Trust
South Carolina
$222K +$151K +2,709 +212%
DOA
609
D'Orazio & Associates
Virginia
$222K – – –
MAG
610
Mokosak Advisory Group
Iowa
$221K +$4.06K +73 +2%
WANY
611
Wealthspire Advisors (New York)
New York
$220K – – –
PFA
612
Pettinga Financial Advisors
Indiana
$220K – – –
SWP
613
Sagespring Wealth Partners
Tennessee
$217K +$217K +3,893 New
NRW
614
Nova R Wealth
Kansas
$216K +$779 +14 +0.4%
Citadel Advisors
615
Citadel Advisors
Florida
$215K +$215K +3,858 New
DC
616
Dahring Cusmano
Michigan
$214K +$214K +3,849 New
CFGS
617
Concourse Financial Group Securities
Alabama
$214K +$2.88K +50 +1%
FFA
618
Frazier Financial Advisors
Ohio
$210K +$10.8K +194 +5%
AF
619
Advisornet Financial
Minnesota
$209K -$30.7K -552 -13%
UWM
620
USAdvisors Wealth Management
Minnesota
$209K +$444 +8 +0.2%
Franklin Resources
621
Franklin Resources
California
$208K +$724 +13 +0.3%
FA
622
Fiduciary Alliance
South Carolina
$208K -$5.57K -100 -3%
BW
623
BIP Wealth
Georgia
$205K +$205K +3,687 New
CWS
624
Cypress Wealth Services
California
$205K +$278 +5 +0.1%
IF
625
Ironwood Financial
Arizona
$203K – – –
23 24
25
26 27