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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 %
KSWWM
101
Keyes Stange & Wooten Wealth Management
Florida
$15.6M +$288K +5,170 +2%
BWA
102
BlueSky Wealth Advisors
North Carolina
$15.5M +$197K +3,544 +1%
LFP
103
Lakeshore Financial Planning
Michigan
$15.5M -$132K -2,363 -0.8%
EH
104
Equitable Holdings
New York
$15.3M +$976K +17,544 +7%
NEPWA
105
New England Private Wealth Advisors
Massachusetts
$15M -$316K -5,685 -2%
MWM
106
McMill Wealth Management
Nebraska
$14.8M +$14.8M +265,023 New
LW
107
Libra Wealth
California
$14.7M -$447K -8,029 -3%
GCM
108
G2 Capital Management
Ohio
$14.7M +$118K +2,125 +0.8%
Betterment LLC
109
Betterment LLC
New York
$14.6M +$770K +13,827 +6%
WMN
110
Wealth Management Nebraska
Nebraska
$14.6M +$14.6M +262,259 New
ALWM
111
Andrews Lucia Wealth Management
California
$14.4M -$24.6K -442 -0.2%
SSB
112
Sandy Spring Bank
Maryland
$14.4M +$416K +7,479 +3%
RWM
113
Ruedi Wealth Management
Illinois
$14M +$930K +16,702 +7%
VWA
114
Visionary Wealth Advisors
Illinois
$13.9M +$728K +13,084 +6%
HNWA
115
Henrickson Nauta Wealth Advisors
Michigan
$13.8M +$848K +15,231 +7%
MAM
116
McLean Asset Management
Virginia
$13.7M -$286K -5,142 -2%
Cambridge Investment Research Advisors
117
Cambridge Investment Research Advisors
Iowa
$13.6M -$79K -1,419 -0.6%
JWM
118
JDH Wealth Management
California
$13.6M +$13.6M +244,124 New
SIS
119
Strategic Investment Solutions
Illinois
$13.4M -$201K -3,768 -1%
KFG
120
Kelly Financial Group
Connecticut
$13.2M +$13.2M +237,975 New
CW
121
Cook Wealth
North Carolina
$13.1M +$336K +5,814 +3%
AFG
122
Altiora Financial Group
Ohio
$13M +$1.41M +25,383 +12%
NWM
123
Navigoe Wealth Management
California
$12.9M +$12.9M +231,843 New
KAS
124
Kestra Advisory Services
Texas
$12.6M +$2.22M +39,926 +21%
MG
125
Mather Group
Illinois
$12.2M -$2.11M -37,947 -15%
3 4
5
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