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.

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 %
AssetMark Inc
51
AssetMark Inc
California
$30.2M +$590K +10,604 +2%
TFM
52
TFC Financial Management
Massachusetts
$29.9M -$176K -3,164 -0.6%
EFP
53
EnRich Financial Partners
Wisconsin
$28.5M -$236K -4,245 -0.8%
TWA
54
TCI Wealth Advisors
Arizona
$27.8M -$431K -7,742 -2%
BHWM
55
Beaird Harris Wealth Management
Texas
$27.8M -$355K -6,375 -1%
EFA
56
Efficient Frontier Advisors
Connecticut
$27.7M -$292K -5,238 -1%
CL
57
Choreo LLC
Illinois
$27.3M -$728K -13,082 -3%
W
58
WPWealth
Texas
$27.1M +$1.19M +21,381 +5%
KAM
59
Kraft Asset Management
Tennessee
$26.6M -$350K -6,142 -1%
FG
60
Foster Group
Iowa
$26M -$2.2M -39,557 -8%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$25.7M +$11.2M +201,747 +78%
FCAS
62
First Command Advisory Services
Texas
$25.4M +$2.14M +38,410 +9%
WG
63
Watchman Group
Texas
$25.1M -$475K -8,538 -2%
PCI
64
Planning Center Inc
Illinois
$24.8M -$401K -7,210 -2%
MWM
65
Meritas Wealth Management
California
$24.8M -$958K -17,211 -4%
SIMC
66
Squire Investment Management Company
Utah
$24.6M -$75.5K -1,356 -0.3%
MFWP
67
Mosaic Family Wealth Partners
Missouri
$23.9M +$1.01M +18,069 +4%
UBS Group
68
UBS Group
Switzerland
$23.5M -$1.14M -20,399 -5%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$23.5M +$1.51M +27,072 +7%
PWM
70
PBMares Wealth Management
Virginia
$23.5M +$341K +6,133 +1%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$23.2M +$1.22M +21,916 +6%
Pathstone Holdings
72
Pathstone Holdings
New Jersey
$23.1M -$466K -8,373 -2%
THL
73
Tillman Hartley LLC
Colorado
$22.4M -$77.9K -1,400 -0.3%
FH
74
Financial Harvest
Florida
$22.2M +$22.2M +398,953 New
Financial Engines Advisors
75
Financial Engines Advisors
California
$22.2M +$6.81M +122,341 +44%
1 2
3
4 5