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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.

Holders
704
Holders Change
+75
Holders Change %
+11.92%
% of All Funds
9.38%
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
1
Focus Partners Advisor Solutions
Missouri
$268M
2
EFP
2
Elser Financial Planning
Indiana
$39.3M
3
PFA
3
Pure Financial Advisors
California
$224M
4
EWA
4
EP Wealth Advisors
California
$124M
5
HSG
5
Helen Stephens Group
Texas
$17.7M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$83.8M
2
IFA
2
Index Fund Advisors
California
$401M
3
CAG
3
Compass Advisory Group
New York
$1.01M
4
RIM
4
RW Investment Management
Idaho
$96.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
701
Continuum Advisory
Idaho
$5.68K – – –
GFPC
702
Global Financial Private Client
Florida
$4.45K – – –
WAS
703
Winch Advisory Services
Wisconsin
$2.4K +$2.4K +43 New
PWA
704
Physician Wealth Advisors
Utah
$2K +$2K +36 New
NRG
705
Nemes Rush Group
Michigan
$1.51K +$1.51K +27 New
IAIM
706
International Assets Investment Management
Florida
– -$2.31K -112,517 Closed
SW
707
Simplicity Wealth
New Jersey
– -$4.7M -84,476 Closed
Prudential Financial
708
Prudential Financial
New Jersey
– -$2.46M -44,132 Closed
BOSSRA
709
B.O.S.S. Retirement Advisors
Utah
– -$1.18M -21,298 Closed
FTDI
710
First Trust Direct Indexing
Massachusetts
– -$882K -15,846 Closed
Susquehanna International Group
711
Susquehanna International Group
Pennsylvania
– -$702K -12,622 Closed
JSW
712
Journey Strategic Wealth
New Jersey
– -$468K -8,421 Closed
D.E. Shaw & Co
713
D.E. Shaw & Co
New York
– -$366K -6,588 Closed
CSPIA
714
Cary Street Partners Investment Advisory
Virginia
– -$319K -5,730 Closed
HH
715
Hilltop Holdings
Texas
– -$291K -5,229 Closed
CIA
716
Cladis Investment Advisory
Montana
– -$227K -4,079 Closed
SWP
717
Summit Wealth Partners
Florida
– -$221K -3,966 Closed
FA
718
Financial Alternatives
California
– -$219K -3,944 Closed
ATC
719
Argent Trust Co
Tennessee
– -$212K -3,808 Closed
HGA
720
Hobbs Group Advisors
South Carolina
– -$109K -1,968 Closed
BOC
721
Bull Oak Capital
California
– -$74.6K -1,342 Closed
PCA
722
Providence Capital Advisors
North Carolina
– -$73.9K -1,329 Closed
BMC
723
Bear Mountain Capital
Washington
– -$16.1K -288 Closed
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