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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
9.38%
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 %
TWP
76
TFO Wealth Partners
Ohio
$21.8M -$365K -6,549 -2%
CSIA
77
Conrad Siegel Investment Advisors
Pennsylvania
$21.8M +$173K +3,107 +0.8%
LFA
78
Lauterbach Financial Advisors
Texas
$21M -$540K -9,703 -3%
BGWM
79
Bridge Generations Wealth Management
Florida
$21M +$21M +377,625 New
ACG
80
Allen Capital Group
Nebraska
$20.6M -$148K -2,654 -0.7%
CPA
81
Cardiff Park Advisors
California
$20.2M +$42.9K +770 +0.2%
AWM
82
AE Wealth Management
Kansas
$20M +$1.98M +35,543 +11%
EWA
83
Exencial Wealth Advisors
Oklahoma
$19.7M -$71.2K -1,279 -0.4%
CWS
84
Confluence Wealth Services
Pennsylvania
$19.6M +$2.29M +39,570 +13%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$19.2M -$802K -14,406 -4%
MML Investors Services
86
MML Investors Services
Massachusetts
$19.1M +$339K +6,085 +2%
LFG
87
Larson Financial Group
Missouri
$18.8M -$1.5M -26,890 -7%
DEM
88
Disciplined Equity Management
Florida
$18.5M -$319K -5,730 -2%
BWA
89
Babb Wealth Advisors
Arizona
$18.4M +$18.4M +330,360 New
TFP
90
Triune Financial Partners
Kansas
$18.3M +$257K +4,623 +1%
DWM
91
Dopkins Wealth Management
New York
$18.2M +$2.28M +40,982 +14%
HSG
92
Helen Stephens Group
Texas
$17.7M +$17.5M +313,814 +8,003%
SFS
93
Summit Financial Strategies
Ohio
$17.4M +$1.36M +24,461 +9%
QFA
94
Quantum Financial Advisors
California
$16.6M -$705K -12,658 -4%
RLWM
95
RF&L Wealth Management
Massachusetts
$16.4M +$60.9K +1,095 +0.4%
RCI
96
RS Crum Inc
California
$16.3M -$166K -2,981 -1%
Truist Financial
97
Truist Financial
North Carolina
$16.2M +$377K +6,768 +2%
AP
98
Adero Partners
California
$16M -$307K -5,520 -2%
MSWM
99
Master's Wealth Management
Pennsylvania
$15.8M +$15.8M +284,478 New
SWM
100
Sterling Wealth Management
Illinois
$15.6M +$1.01M +18,213 +7%
2 3
4
5 6