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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
Raymond James Financial
1
Raymond James Financial
Florida
$69.2M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$268M
3
EFP
3
Elser Financial Planning
Indiana
$39.3M
4
TWM
4
Tumwater Wealth Management
Idaho
$30.7M
5
PFA
5
Pure Financial Advisors
California
$224M

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 Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$783M 14,071,843 -72,019 -0.5%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$678M 12,188,115 -35,736 -0.3%
FFM
3
Forum Financial Management
Illinois
$498M 8,944,962 +161,583 +2%
IFA
4
Index Fund Advisors
California
$401M 7,196,286 -173,233 -2%
SC
5
Savant Capital
Illinois
$286M 5,132,422 -58,140 -1%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$268M 4,820,280 +1,234,171 +34%
PFA
7
Pure Financial Advisors
California
$224M 4,016,863 +458,509 +13%
JTWM
8
Jackson Thornton Wealth Management
Alabama
$164M 2,954,177 +95,256 +3%
Corient Private Wealth
9
Corient Private Wealth
Florida
$153M 2,762,162 -9,973 -0.4%
ADL
10
Asset Dedication LLC
California
$127M 2,284,569 +91,246 +4%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$126M 2,271,842 -77,109 -3%
EWA
12
EP Wealth Advisors
California
$124M 2,231,308 +382,653 +21%
HighTower Advisors
13
HighTower Advisors
Illinois
$114M 2,042,795 -226 -0%
WCWM
14
Willow Creek Wealth Management
California
$109M 1,952,837 +126,778 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$108M 1,942,931 -115,015 -6%
TCOTS
16
Trust Company of the South
North Carolina
$101M 1,807,844 -19,749 -1%
RIM
17
RW Investment Management
Idaho
$96.1M 1,726,366 -164,998 -9%
AC
18
Apella Capital
Connecticut
$93.4M 1,677,344 -76,403 -4%
PL
19
Plancorp LLC
Missouri
$89.6M 1,609,388 -25,373 -2%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$83.8M 1,506,346 -744,667 -33%
TI
21
Truepoint Inc
Ohio
$81.8M 1,470,317 -15,299 -1%
AWP
22
Abacus Wealth Partners
California
$73.6M 1,322,095 +132,428 +11%
Raymond James Financial
23
Raymond James Financial
Florida
$69.2M 1,243,769 +1,243,769 New
GOCP
24
Great Oak Capital Partners
Massachusetts
$67M 1,213,060 +8,765 +0.7%
EAM
25
Evanson Asset Management
California
$61.6M 1,107,372 -4,463 -0.4%
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