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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 %
CTC
651
Central Trust Company
Missouri
$99.2K – – –
WTFG
652
Wood Tarver Financial Group
Idaho
$94K +$94K +1,707 New
HIIFS
653
Harel Insurance Investments & Financial Services
Israel
$92K +$44.9K +810 +95%
GRP
654
Global Retirement Partners
California
$85.9K +$3.01K +54 +4%
TCA
655
Trifecta Capital Advisors
Illinois
$84.2K – – –
CFO
656
CVA Family Office
Colorado
$83.2K – – –
OLVIG
657
Oliver Lagore Vanvalin Investment Group
Michigan
$81.2K +$49.4K +888 +156%
CMP
658
Coston McIsaac & Partners
Maine
$80K +$277 +5 +0.3%
WT
659
Whittier Trust
California
$73.9K -$630K -11,328 -90%
MSWA
660
Marshall & Sterling Wealth Advisors
New York
$68.6K +$68.6K +1,233 New
BA
661
Bellwether Advisors
Nebraska
$67.1K +$67.1K +1,206 New
FCG
662
Financial Connections Group
California
$65K – – –
SL
663
Salomon & Ludwin
Virginia
$61.6K – – –
HR
664
Howe & Rusling
New York
$61.3K – – –
SS
665
Sunbelt Securities
Texas
$57.5K – – –
FDCP
666
Foster Dykema Cabot & Partners
Massachusetts
$54.3K – – –
CFS
667
CGC Financial Services
Oregon
$52.4K – – –
SN
668
Sittner & Nelson
Oregon
$52.3K – – –
RDFA
669
Ritter Daniher Financial Advisory
Ohio
$46.3K – – –
Qube Research & Technologies (QRT)
670
Qube Research & Technologies (QRT)
United Kingdom
$44.5K +$44.5K +800 New
BCWM
671
Bartlett & Co Wealth Management
Ohio
$41.7K – – –
IFS
672
Intelligent Financial Strategies
Minnesota
$40.6K -$1.28K -23 -3%
ME
673
McIlrath & Eck
Washington
$39.8K +$56 +1 +0.1%
WP
674
WealthShield Partners
North Carolina
$39.6K – – –
SC
675
Steph & Co
Wisconsin
$39.6K – – –
25 26
27
28 29