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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 %
RA
151
Rise Advisors
New York
$8.8M -$49.6K -891 -0.6%
OC
152
Oppenheimer & Co
New York
$8.72M +$28.7K +516 +0.3%
TFO
153
Timonier Family Office
North Carolina
$8.65M +$8.65M +155,398 New
AWM
154
Activest Wealth Management
Florida
$8.61M +$598K +10,741 +7%
PFA
155
Pillar Financial Advisors
Kentucky
$8.59M +$8.59M +154,335 New
LFS
156
Lutz Financial Services
Nebraska
$8.02M -$100K -1,798 -1%
AWM
157
Avondale Wealth Management
Texas
$7.97M +$591K +10,612 +8%
DPW
158
DiNuzzo Private Wealth
Pennsylvania
$7.93M -$179K -3,220 -2%
LWM
159
Liberty Wealth Management
California
$7.75M -$114K -2,051 -1%
RFC
160
Regions Financial Corp
Alabama
$7.65M +$10.9K +196 +0.1%
RA
161
RFG Advisory
Alabama
$7.56M +$580K +10,423 +8%
GCA
162
Gradient Capital Advisors
California
$7.55M -$22.8K -409 -0.3%
PCM
163
Passive Capital Management
Maryland
$7.48M +$2.84K +51 +0%
O3W
164
Omni 360 Wealth
New Jersey
$7.4M +$1.32M +23,699 +22%
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$7.24M +$5.73K +103 +0.1%
LWM
166
Lionshead Wealth Management
New York
$7.19M +$7.19M +129,199 New
AWM
167
Ariadne Wealth Management
California
$7.18M -$2K -35 -0%
RK
168
Rather & Kittrell
Tennessee
$7.06M -$175K -3,151 -2%
GLA
169
Good Life Advisors
Pennsylvania
$6.94M +$69.4K +1,247 +1%
DADC
170
D.A. Davidson & Co
Montana
$6.81M +$77.1K +1,386 +1%
DI
171
Disciplined Investments
Oklahoma
$6.78M +$163K +2,930 +2%
PAS
172
Park Avenue Securities
New York
$6.76M +$659K +11,835 +11%
MIAS
173
Mason Investment Advisory Services
Virginia
$6.61M +$16.5K +297 +0.3%
NWM
174
Northwest Wealth Management
Iowa
$6.47M -$666K -11,959 -9%
EA
175
Efficient Advisors
Ohio
$6.3M +$749K +13,457 +13%
5 6
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