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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 %
SA
176
Seneschal Advisors
Washington
$6.24M +$6.24M +112,153 New
Two Sigma Investments
177
Two Sigma Investments
New York
$6.17M +$4.61M +82,900 +296%
Stifel Financial
178
Stifel Financial
Missouri
$6.16M -$235K -4,222 -4%
SWP
179
Stratos Wealth Partners
Ohio
$6.16M -$135K -2,429 -2%
MWM
180
Mission Wealth Management
California
$6.15M +$4.87M +87,555 +383%
SC
181
Schoolcraft Capital
Colorado
$5.98M -$93.4K -1,678 -2%
FWM
182
FMB Wealth Management
California
$5.95M -$201K -3,611 -3%
WPW
183
Watershed Private Wealth
Illinois
$5.83M -$18.5K -333 -0.3%
Royal Bank of Canada
184
Royal Bank of Canada
Ontario, Canada
$5.72M +$1.6M +28,666 +39%
KPP
185
Kings Path Partners
Texas
$5.7M +$505K +9,073 +10%
MCM
186
MAI Capital Management
Ohio
$5.69M -$63.8K -1,147 -1%
CTWM
187
Cherry Tree Wealth Management
Minnesota
$5.56M -$196K -3,526 -3%
HWA
188
HMV Wealth Advisors
Louisiana
$5.53M +$5.53M +99,377 New
CCM
189
Carlson Capital Management
Minnesota
$5.52M -$216K -3,874 -4%
FWS
190
FinDec Wealth Services
California
$5.49M -$654K -11,744 -11%
RLIM
191
Red Lighthouse Investment Management
New York
$5.47M -$108K -1,936 -2%
NA
192
NewEdge Advisors
Louisiana
$5.45M +$193K +3,467 +4%
GC
193
Gibson Capital
Pennsylvania
$5.42M -$139K -2,500 -3%
CWA
194
CogentBlue Wealth Advisors
Tennessee
$5.38M +$5.38M +96,591 New
AC
195
Annandale Capital
Texas
$5.3M +$207K +3,716 +4%
PWM
196
Parkshore Wealth Management
California
$5.29M +$5.29M +95,019 New
WKWM
197
Walter & Keenan Wealth Management
Indiana
$5.27M +$1.89M +33,917 +56%
TC
198
TAGStone Capital
North Carolina
$5.22M +$125K +2,250 +2%
Osaic Holdings
199
Osaic Holdings
Arizona
$5.2M +$1.26M +22,586 +32%
CSB
200
City State Bank
Iowa
$5.16M +$282K +5,065 +6%
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