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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
9.37%
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
Focus Partners Advisor Solutions
Missouri
$268M
2
EFP
Elser Financial Planning
Indiana
$39.3M
3
PFA
Pure Financial Advisors
California
$224M
4
EWA
EP Wealth Advisors
California
$124M
5
HSG
Helen Stephens Group
Texas
$17.7M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$83.8M
2
IFA
Index Fund Advisors
California
$401M
3
CAG
Compass Advisory Group
New York
$1.01M
4
RIM
RW Investment Management
Idaho
$96.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
126
Moisand Fitzgerald Tamayo
Florida
$11.8M -$189K -3,397 -2%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$11.6M +$416K +7,473 +4%
CWMA
128
Capstone Wealth Management (Alabama)
Alabama
$11.6M +$11.6M +208,336 New
Jones Financial Companies
129
Jones Financial Companies
Missouri
$11.2M +$2.69M +48,269 +32%
VPWA
130
Vestia Personal Wealth Advisors
Indiana
$11M -$123K -2,217 -1%
BPA
131
Beacon Pointe Advisors
California
$10.9M -$743K -13,352 -6%
JWS
132
Juncture Wealth Strategies
Arizona
$10.8M +$547K +9,819 +5%
BP
133
BWM Planning
Texas
$10.7M -$440K -7,914 -4%
SC
134
Scratch Capital
Idaho
$10.7M +$10.7M +191,652 New
GCM
135
Graver Capital Management
Ohio
$10.5M +$10.5M +188,141 New
PS
136
Pinney & Scofield
Massachusetts
$10.4M +$10.4M +186,301 New
SWA
137
ShankerValleau Wealth Advisors
Illinois
$10.4M -$432K -7,770 -4%
RSWM
138
Robertson Stephens Wealth Management
California
$10.3M -$95.1K -1,708 -0.9%
Morgan Stanley
139
Morgan Stanley
New York
$10.1M +$2.36M +42,379 +30%
BMD
140
Better Money Decisions
New Mexico
$9.81M +$1.05M +18,919 +12%
FFG
141
Fiduciary Financial Group
California
$9.67M +$42.5K +778 +0.4%
AL
142
Aspiriant LLC
California
$9.63M +$73.1K +1,313 +0.8%
SWM
143
Spire Wealth Management
Virginia
$9.42M +$98.6K +1,771 +1%
AAM
144
Austin Asset Management
Texas
$9.2M -$244K -4,381 -3%
OFP
145
OLIO Financial Planning
Virginia
$9.2M +$6.78M +121,865 +281%
GMA
146
Glassy Mountain Advisors
Maryland
$9.16M +$74.3K +1,334 +0.8%
LFGO
147
Legacy Financial Group (Oklahoma)
Oklahoma
$9.07M -$273K -4,910 -3%
AIS
148
American Investment Services
Massachusetts
$8.96M -$140K -2,511 -2%
MCWS
149
McKinley Carter Wealth Services
West Virginia
$8.9M +$448K +8,057 +5%
VF
150
Vawter Financial
Ohio
$8.89M -$316K -5,683 -3%
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6
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