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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 %
William Blair & Company
626
William Blair & Company
Illinois
$201K +$4.9K +88 +2%
WFA
627
WestHill Financial Advisors
California
$201K +$201K +3,607 New
IWA
628
Icon Wealth Advisors
Texas
$190K +$190K +3,408 New
ACA
629
Atlas Capital Advisors
Wyoming
$183K – – –
TIM
630
Tortoise Investment Management
New York
$182K -$67.9K -1,220 -27%
CIAS
631
Capital Investment Advisory Services
North Carolina
$181K +$28K +503 +18%
CMBA
632
C.M. Bidwell & Associates
Hawaii
$177K – – –
RTL
633
Red Tortoise LLC
Georgia
$177K – – –
RIL
634
Rothschild Investment LLC
Illinois
$174K – – –
PGAM
635
Princeton Global Asset Management
New Jersey
$159K -$39K -700 -20%
SAM
636
S.A. Mason
Michigan
$157K – – –
National Bank of Canada
637
National Bank of Canada
Quebec, Canada
$157K – – –
AWM
638
Angeles Wealth Management
California
$152K – – –
CFFP
639
Center for Financial Planning
Michigan
$148K +$31.6K +567 +27%
NP
640
NorthRock Partners
Minnesota
$147K -$20.5K -369 -12%
PCMC
641
Private Capital Management (Colorado)
Colorado
$140K +$16.1K +290 +13%
T
642
Transce3nd
Texas
$131K +$131K +2,319 New
CAS
643
Coppell Advisory Solutions
Texas
$131K -$3.05K -55 -2%
M
644
MOTCO
Texas
$131K – – –
HI
645
Harbour Investments
Wisconsin
$129K – – –
UB
646
UMB Bank
Missouri
$125K – – –
IRC
647
Investors Research Corp
Georgia
$125K – – –
GWS
648
Glassman Wealth Services
Virginia
$114K – – –
MFA
649
McClarren Financial Advisors
Pennsylvania
$108K -$3.33K -60 -3%
CIR
650
Clear Investment Research
Georgia
$103K -$3.67K -66 -3%
24 25
26
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