Dimensional US Targeted Value ETF
DFAT
DFAT
706 hedge funds and large institutions have $8.64B invested in Dimensional US Targeted Value ETF in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 240 increasing their positions, 214 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
7% more capital invested
Capital invested by funds: $8.08B → $8.64B (+$560M)
3.81% more ownership
Funds ownership: 76.61% → 80.42% (+3.8%)
Holders
706
Holding in Top 10
120
Calls
$28K
Puts
–
Top Buyers
| 1 | +$68.7M | |
| 2 | +$39.3M | |
| 3 | +$25.5M | |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$21.3M |
| 5 |
HSG
Helen Stephens Group
Fort Worth,
Texas
|
+$17.5M |
Top Sellers
| 1 | -$41.4M | |
| 2 | -$9.64M | |
| 3 | -$9.58M | |
| 4 |
RIM
RW Investment Management
Eagle,
Idaho
|
-$9.18M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.4M |