DFAT icon

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 %
GT
676
Glenmede Trust
Pennsylvania
$39.6K +$39.6K +711 New
MSWM
677
Mowery & Schoenfeld Wealth Management
Illinois
$35.8K -$206K -3,706 -85%
PA
678
Parallel Advisors
California
$33.6K +$3.51K +63 +12%
MWM
679
Mascoma Wealth Management
New Hampshire
$32K – – –
IHWM
680
Iron Horse Wealth Management
Iowa
$31.9K – – –
SFC
681
SYM Financial Corp
Indiana
$30.4K +$30.4K +546 New
TSMHT
682
Thurston Springer Miller Herd & Titak
Indiana
$30.2K – – –
AP
683
Aspect Partners
Virginia
$28.9K +$17.4K +313 +152%
TCM
684
Tradewinds Capital Management
Washington
$28.5K +$28.5K +512 New
SRCM
685
Signature Resources Capital Management
California
$28.3K – – –
TC
686
Truvestments Capital
Florida
$23.4K -$16.9K -304 -42%
BF
687
BOK Financial
Oklahoma
$23.4K – – –
LOIP
688
Live Oak Investment Partners
Texas
$22.7K – – –
LIS
689
Legacy Investment Solutions
Idaho
$22.3K -$22.3K -392 -50%
LWMI
690
Legacy Wealth Management (Idaho)
Idaho
$22.3K -$22.3K -392 -50%
AIC
691
Archer Investment Corporation
Indiana
$18.6K – – –
CF
692
Conquis Financial
California
$11.1K +$11.1K +200 New
PA
693
Pineridge Advisors
Missouri
$10.7K – – –
IWP
694
IAG Wealth Partners
Wisconsin
$10.5K – – –
EWM
695
Evermay Wealth Management
Virginia
$9.46K – – –
OC
696
Oarsman Capital
Wisconsin
$7.46K – – –
WWP
697
WR Wealth Planners
Missouri
$6.36K – – –
QC
698
Quent Capital
New York
$6.29K – – –
CSC
699
Caldwell Sutter Capital
California
$6.23K – – –
WMS
700
Wealth Management Strategies
Pennsylvania
$5.69K +$5.69K +10,224 New
25 26 27
28
29