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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
+$68.7M
2
EFP
Elser Financial Planning
Indiana
+$39.3M
3
PFA
Pure Financial Advisors
California
+$25.5M
4
EWA
EP Wealth Advisors
California
+$21.3M
5
HSG
Helen Stephens Group
Texas
+$17.5M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$41.4M
2
IFA
Index Fund Advisors
California
-$9.64M
3
CAG
Compass Advisory Group
New York
-$9.58M
4
RIM
RW Investment Management
Idaho
-$9.18M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
201
SwitchPoint Financial Planning
Utah
$5.15M +$5.15M +92,475 New
CIAS
202
CFS Investment Advisory Services
New Jersey
$5.07M -$187K -3,353 -4%
PWIA
203
Porter White Investment Advisors
Alabama
$4.75M -$115K -2,065 -2%
RFA
204
RTD Financial Advisors
Pennsylvania
$4.72M -$7.35K -132 -0.2%
SC
205
Shearwater Capital
Colorado
$4.7M -$1.5K -27 -0%
TC
206
TownSquare Capital
Utah
$4.65M +$2.55M +45,853 +122%
PWM
207
Parkworth Wealth Management
California
$4.55M +$4.55M +81,718 New
BCA
208
Bay Colony Advisors
Massachusetts
$4.53M +$70.9K +1,273 +2%
PAM
209
Pacific Asset Management
Washington
$4.52M +$4.52M +81,229 New
PWMG
210
Private Wealth Management Group
New Jersey
$4.52M -$412K -7,396 -8%
CA
211
Claris Advisors
Missouri
$4.5M +$14.5K +261 +0.3%
OIA
212
OneDigital Investment Advisors
Kansas
$4.49M -$203K -3,652 -4%
MWA
213
Mills Wealth Advisors
Texas
$4.48M +$619K +11,127 +16%
VCA
214
Verdence Capital Advisors
Maryland
$4.46M – – –
1WM
215
1900 Wealth Management
Texas
$4.39M -$247K -4,444 -5%
VWA
216
Valued Wealth Advisors
Utah
$4.33M +$215K +3,856 +5%
SHFA
217
SC&H Financial Advisors
Maryland
$4.3M +$120K +2,151 +3%
FFA
218
Farther Finance Advisors
California
$4.24M +$219K +3,927 +5%
BP
219
BBR Partners
New York
$4.16M -$232K -4,164 -5%
EK
220
Evensky & Katz
Florida
$4.15M +$6.18K +111 +0.1%
AQR Capital Management
221
AQR Capital Management
Connecticut
$4.13M +$236K +4,242 +6%
CWM
222
Concentrum Wealth Management
California
$4.08M +$603K +10,833 +17%
DPI
223
Diversified Portfolios Inc
Michigan
$4.08M -$61.5K -1,105 -1%
WA
224
Wealthstream Advisors
New York
$4.07M -$297K -5,337 -7%
VF
225
Vestment Financial
Minnesota
$4.05M +$4.05M +73,145 New
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